Streamlined

From the <b><a href="https://app.streamlinedpayments.com/customers" rel="nofollow noopener noreferrer" target="_blank">Customers</a></b> page, choose from the three options to upload your customer list.

To import from Shopify or QuickBooks, click the option and connect your account. For a CSV import, click the option and choose the file.

Allow a few seconds for the system to sync and generate the customer profiles.

(Note: Option to manually create customer profiles <a href="https://help.streamlinedpayments.com/en/articles/6153267-create-a-customer">here</a>.)

1. From the <b><a href="https://app.streamlinedpayments.com/customers" rel="nofollow noopener noreferrer" target="_blank">Customers</a></b> page, choose from the three options to upload your customer list.
2. To import from Shopify or QuickBooks, click the option and connect your account. For a CSV import, click the option and choose the file.
3. Allow a few seconds for the system to sync and generate the customer profiles.
   (Note: Option to manually create customer profiles <a href="https://help.streamlinedpayments.com/en/articles/6153267-create-a-customer">here</a>.)
    


Choose the best way to upload your customer list to your account

Import customer list

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