# How do I import a customer list into Rekaz?

Source: https://help.rekaz.io/en/articles/16425154-how-do-i-import-a-customer-list-into-rekaz
Updated: 2026-08-19

Rekaz shows customer-file upload in the Import Customers dialog. The upload area supports .xlsx, .xlsm, .xls, and .csv files, and the dialog also displays a Download Template option.

  

The control to open the Import Customers dialog and the mapping, preview, and final-import controls are not currently available.

  

# Steps

1.  From the Rekaz sidebar, select Customers.
    
    _The Customers page opens._
    
2.  When the import dialog is open, verify that its title is Import Customers before choosing a file.
    
    _The Import Customers dialog is visible._
    
3.  Select the upload area to browse for your customer list, or drag the file into the area. Use a .xlsx, .xlsm, .xls, or .csv file.
    
    _You can browse for a supported customer-list file._
    

  

# Illustrated guide

**Step 1:** Select Customers from the Rekaz sidebar.

  

[![Select Customers from the Rekaz sidebar.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618702522/68c0c3280a6866d3ddb441566c29/hp29az.png?expires=1787961600&signature=3a34c8e084c8b4e226ab73dc6553b6115375d055541c16ab0a47bafb561ee0de&req=diYmHs5%2Bn4RdW%2FMW3nq%2BgdajbaESm6t4dewMifbhYveB1O3N7r3seVyNGjit%0AhKj%2BpA8DE5kTMiL5OJ%2B0oHHUFe4%3D%0A)](https://files.catbox.moe/hp29az.png)

  

**Step 2:** Verify that the Import Customers dialog is open.

  

[![Verify that the Import Customers dialog is open. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618824661/c22563df9044571c82e9cd4ae56f/ozbcvu.png?expires=1787961600&signature=9b1503429a46e266c8989d9744381917b3b80fb3bad7b65586605cee0e4e8395&req=diYmHsF8mYdZWPMW3nq%2BgYiRos%2Bb4BL80ttEmwkzVJUxiFGN%2BXFaG%2FH7lmew%0A8eUf3oDxr4YY9zVAW5eyWYlJw%2Bc%3D%0A)](https://files.catbox.moe/ozbcvu.png)

  

**Step 3:** Choose a supported customer file in the Import Customers upload area.

  

[![Choose a supported customer file in the Import Customers upload area. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618226510/7adf1db39963c823949340e28a04/z6eqmj.png?expires=1787961600&signature=c5464a2cee0968ef79c07ee48c5946994033e6d24a48fbd5bf3ab4f792f80172&req=diYmHst8m4ReWfMW3nq%2BgYjubfCHUnbSMtzTb2v7Roh0wXHdh57q4RTrv9Ue%0Ay1%2BwzYcuGBXHpoEq7elWbkFjyT0%3D%0A)](https://files.catbox.moe/z6eqmj.png)

  

# Important notes

  

Use the Rekaz template to help prevent column errors.

  

Review values and data before you take any final or financial action.

  

-   Do not use a real customer file in Help Center screenshots.
    

  

# Related questions

-   Where can I find the customer import option in Rekaz?
    
-   What is the correct way to upload an Excel or CSV customer list to Rekaz?
    
-   How do I map customer columns and branches during an import in Rekaz?