Import Customer Data into QuickBooks (Online & Desktop) Using Excel or CSV
Import Customer
Follow the steps below to Populate Customers in QuickBooks Online or Desktop via Excel/CSV in zaptiva.
- Navigate to the URL: https://app.zaptiva.com/
- Log in to your Zaptiva account.
3. From the left-hand menu, click on Flow to navigate to the Flow list page.
4. On the Flow list page, click the Create Flow button to navigate to the Flow screen.
5. On the Create Flow page, rename the flow by clicking the pencil icon and confirm by clicking the check (✔) icon.
6. To create a flow, click the ‘+’ icon on the Start component. An Apps sidebar will appear, where you can select either CSV or Microsoft Excel as the input file, depending on your file type.
7. From the Operator sidebar, choose Read Excel (for Excel files) or Read CSV (for CSV files).
8. After selecting the component type from the Operator sidebar, the chosen component will be linked to the Start component.
9. Click the Read Excel/Read CSV component to open the Mapping sidebar and upload your input file. For Excel, select the required sheet; for CSV, you can also choose the CSV Text option.
10. After uploading, review your file headers under Headers, click Preview to check the file contents, and then click Save to save the component mapping.
11. To add another component, click the ‘+’ icon on the Read Excel/Read CSV component and select QuickBooks Online or QuickBooks Desktop from the Apps sidebar, depending on where you want to populate customers.
12. After selecting the app, choose Create Customers from the Operator sidebar. The Create Customer component will then connect to the Read Excel/Read CSV component.
13. Click the Create Customer component to open its mapping sidebar and select the correct connection (QuickBooks Online or QuickBooks Desktop account).
14. To map data, click the respective field in the component sidebar. A response popup will appear displaying the parent component’s data then select the appropriate field from the parent component to complete the mapping.
15. Map other mandatory fields as required in the same way and click Save to save the component mapping.
16. Next, On the top-right, click the Save icon to save the flow.
17. Then, click Run Once, followed by Preview and Run.
18. Next, review the preview of mapped data and click Run.
19. After clicking the Run button, the flow will start in QuickBooks Online. In the case of QuickBooks Desktop, you need to enable the Web Connector. During execution, you can monitor the dynamic status in the History sidebar, which shows progress component by component.
20. After completion, a History icon will appear on each executed component.
21. Finally, click the History icon of any component to view detailed input and output data in the History popup, with options to filter by success or failure.
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