Import your customers from Excel
Bring in your customer list, with what each one owes you, from a spreadsheet: match the columns, check every row, then import.· 2 min 30 s
This lesson plays inside the app
Find it in the Help Center of your workspace, next to the screen it teaches. Start a free trial to watch it.
Start free trialFrom the guide: Import your data from Excel or CSV
When you start using BusinessSensor you can bring in your existing lists in one go instead of typing them: departments and stores, customers (with what they owe you), vendors (with what you owe them), item categories (each with its own accounts), items (with the stock you have on hand), your chart of accounts (with bank, cash, asset, liability and equity balances), room types (with their rack rates), rooms, production recipes (what each product is made of) and your employees with their pay (straight from your salary spreadsheet).
Files that don't look like a template — a stock count, a price list in Word, a photo of a menu — can be prepared for you with Convert with AI (see Convert your own files with AI).
Every row is checked first — nothing is saved until you have seen what will happen to each row and clicked Import.
Learn it by doing it
Start your free trial and follow this lesson in the practice company. 45 days, no card needed.