Customers: Adding, Managing and Deactivating
Overview
Please see below for option to create customers in RoasterTools.
Importing from Your Accounting connection
Note: This is only possible for for Quickbooks Online accounting connections that were connected January 2026 and later, and all Xero or Quickbooks Desktop connections.
You can easily import your existing customers from your accounting platform into RoasterTools. This allows you to quickly set up your customer base without manual entry. Please see this help doc for complete instructions -> Importing Customer From Your Accounting Connection
Adding customers via CSV importer
- Navigate to your name in the top right corner then Settings > Import & Export.
- From the Import & Export page, select Customers from the menu on the left.
- Select Download CSV. If you currently have no customers, this will download a blank CSV for you to fill out.
- We recommend using Google Sheets to open this CSV for viewing and editing.
- Complete each of the required sections (marked by an *) with each customer on a separate line.
Note: for the import to work you have to fill out the required sections with the (*). Do not change the form layout. Enter the information that is required and any additional information that you have about your customers that matches fields in the form.
- Once complete, return to Settings > Import & Export > Customers. Upload your new CSV file to Upload Changes.
- You will receive a confirmation email detailing whether your upload was successful.
We recommend that you review your customers at the end of the creation process, just to make sure that you didn't make any crucial mistakes!
Adding customers one at a time
- Select the Sales menu
- Select + New Customer
- Complete the form (See below for creating customers with Prepay Terms).
- Click Create Customer at the bottom of the screen
- Repeat!
Deactivating Customers
In RoasterTools, customers are either listed as active or inactive. This allows users to remove customers from their active lists, without actually deleting their data. We don't delete customers to preserve data for historical reports .
If you would like to deactivate a customer go to the customer edit page and select the Box at the top to Deactivate:
View Inactive Customers:
The Customer View page defaults to showing active customers. To see inactive customers, select the filter and choose "Inactive customers"
FAQs:
Q: How do I delete a Customer?
A: No, you can't delete customers, You can deactivate them. In the customer edit page there is a check box you can un check to deactivate:
Q: Why Can't I delete a customer?
A: To ensure you can get accurate data when pulling reports, we don't delete customers.