Skip to content
  • There are no suggestions because the search field is empty.

How to Import Customers in Pencilpay

You may have an existing list of customers that you would like to import in Pencilpay.

You can find the Blue Import button on the upper-right hand corner of the page when you go to Customers in Pencilpay.

A pop-up window will come up that will give you an option to Import Customers by uploading a csv file from your computer.

You will also find a hyperlink that will let you download import template you can use prior to uploading the csv file.

Click on Browse to select the csv file from your computer.
Click on Import once done.