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Add or upload your Company Contacts

How to create and import your Customers and Suppliers in AutoEntry - non-integrated companies.

Written by Oliver Cook
Updated over 2 months ago

You can add Customer and Supplier contacts from the Company Contacts menus if you don't have any integration with an accounting software.

  1. Click Home from your account to view your list of companies.

  2. Select the relevant company from the list.

  3. Click the Company Contacts submenu.

    Available menus from the HOME section.

    📎NOTE: You need the Company Settings permission to access the submenus and the Company Contacts section.

  4. The Company Contacts section includes two tabs: one for Suppliers, one for Customers. You can either Add a contact manually, or Upload multiple contacts.

    Company Contact default page.

📎NOTE: If your company is linking with an accounting software via an integration, the buttons to Add or Upload will be missing from the Company contacts. Your contacts will populate automatically. If you need to edit contacts, you need to proceed from your accounts software and re-sync your data to apply the changes in AutoEntry. Alternatively, you can create new contacts from your invoices in AutoEntry.

Add a single contact

To add a contact manually:

  1. From the Company Contacts page, select the Supplier or Customers tab.

  2. Click Add Customers / Add Suppliers.

    Submenus available when clicking HOME.

  3. Give the Customer / Supplier a unique Code and Name.

  4. Click Add Customer / Supplier at the bottom to confirm.

    Options to add a code and a name to add a supplier.

Uploading contacts in Bulk

If you want to upload multiple contacts at once, you can upload a .csv file using the template provided.

  1. From the Company Contacts page, click the Supplier or Customers tab as relevant.

  2. Click Upload Suppliers / Customers.

    Option to Upload Suppliers from the Supplier tab.

  3. Click Sample CSV file of Supplier (or CSV file of Customer) to download the template.

    Option to download and upload a csv file.

  4. Fill in the template making sure you keep the original headers Code and Description.

    example of csv template.

  5. Once the file is ready, Select CSV to Upload.

  6. Once uploaded, the list of suppliers will then show on the Supplier tab, and from the contact drop-down when editing your invoices.

📎NOTE: There’s no option available to download a list of suppliers or customers contacts after you create or upload them into AutoEntry. If you’re integrated with an accounting software, the contacts will synchronise from your account into AutoEntry automatically. In that case, you can try to download the list from your accounting package.

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