To import a Customer list into Wave, via CSV, follow these steps:
1. Go to wherever you currently keep your contacts (Gmail, Outlook, Apple's Contacts app, etc.) and export or download them as a CSV file. If CSV export isn't available, export it in a file like Excel, or .txt, and then use a Save As option to save as CSV.
2. Download and open this sample CSV file. It's a template that shows you how your CSV file must be organized in order for a successful import into Wave; specifically:
- what kind of info goes in which columns (e.g., name, phone number)
- exactly what the header (i.e. label) should be on the header row of each column. Headers are case sensitive.
3. Open up the file with your contacts, and compare it to the template you got from Wave. Re-organize your file so it matches the Wave format exactly. (e.g., the first column must contain the company name (if applicable), and the header row must be labeled "Company Name".) If you want, you can carefully cut and paste the appropriate columns from your spreadsheet into the Wave template. Important: Each contact must include at least one of the following: Company Name; First Name; or Last Name. Without this, the upload won't work.
4. Save your finished file in CSV format.
5. Log into your Wave account, click the gear icon, and select Customers.
6. On the Customers page, click the Import from CSV button.
7. Click Choose File and find the CSV you've prepared, on your computer. Click Upload and preview customers.
8. Next, you're given a chance to confirm that the right info appears in the right place. This is important! Make sure the business names appear in the Company Name column, that the email addresses appear in the Email column, and so on. Once you move beyond this screen, you can't un-import contacts so you want to be sure it's correct. (You can edit contacts at any time, but you'll have to do so one contact at a time.)
9. If everything looks good, click "Yes, proceed with import."
Other important CSV formatting rules:
A. In the Country column, you must use the official ISO code in order for Wave to process the file correctly. The most commonly used by Wave customers are:
- United States: US
- Canada: CA
- Great Britain: GB
- Australia: AU
B. In the "Currency" column, you must use the official ISO code, too. The most commonly used by Wave customers are:
- US dollar: USD
- Canadian dollar: CAD
- British pound: GBP
- Australian dollar: AUD
If you don't specify a currency, whatever you have as your default currency will be applied for all of your customers. Or putting it another way: If you invoice all your customers in the same currency that you do your accounting, don't worry about the currency code — it will all work out on its own.
C. CSV import currently exists for importing Customer lists only.
D. If you're trying to import a CSV file that you exported directly from Wave, you'll still need to edit the file so that it matches the format outlined above.