Upload your customers into RoasterTools via CSV
- Download a blank CSV template file from your Account Settings
- Visit https://app.roastertools.com/account/edit
- Scroll down to "Bulk Customer Update"
- Click "Download CSV"
- Complete each of the required sections (marked by an *), with each customer on a separate line
- If you already have data in your accounting app that you'd like to transfer, you can download an Excel or CSV file of your customers and copy/paste to the RoasterTools version.
- Once complete, return to Account Settings page
- Scrolling back down to "Bulk Customer Update" section
- Click "Upload CSV"
- You will receive a confirmation email detailing whether your upload was successful
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