Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Import customers and contacts

Prepare a structured import file, map fields and review results before using imported records.

Audience: AdministratorFeature: CustomerPermission-aware
Feature pathCustomers → Import
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Prepare a structured import file, map fields and review results before using imported records. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Customers → Import and download or review the expected import format.
  2. Create a small clean test file using the required column names and date/number formats.
  3. Remove formulas, duplicate rows and unsupported formatting; save in the supported CSV format.
  4. Upload the file and map or confirm columns where prompted.
  5. Review validation results before committing the import.
  6. Import the test rows and inspect the resulting records for ownership, status, currency and custom-field accuracy.
  7. Proceed with the full file only after the test is correct, then retain the import result for audit.

Important fields and decisions

Company or individual nameConfirm this information is accurate and appropriate for the record.
Primary contactConfirm this information is accurate and appropriate for the record.
Billing and shipping addressConfirm this information is accurate and appropriate for the record.
Country, currency and languageConfirm this information is accurate and appropriate for the record.
Customer groupConfirm this information is accurate and appropriate for the record.
Assigned staff and portal settingsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Search for duplicates first.
  • Use a shared business email only when appropriate.
  • Review contact permissions before sending portal access.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:paymentcheckcurrencyapprovalproviderclient portalremindersnotificationsemailcustomersleads
Use customer groups →Upload and share customer files →Assign staff members to customers →Add and manage customer contacts →Convert a lead to a customer →