Upload your customers into RoasterTools via CSV

  1. Download a blank CSV template file from your Account Settings 
    1. Visit https://app.roastertools.com/account/edit
    2. Scroll down to "Bulk Customer Update"
    3. Click "Download CSV"
  2. Complete each of the required sections (marked by an *), with each customer on a separate line
    1. 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.
  3. Once complete, return to Account Settings page
  4. Scrolling back down to "Bulk Customer Update" section
  5. Click "Upload CSV"
  6. You will receive a confirmation email detailing whether your upload was successful
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