Importing Bill Tos

Easily add Bill To addresses an existing Accounts using the importer in the Bill To Tab within the Account screen. Or update multiple Accounts' Bill Tos using the main Account Importer.

The Template

Please use the Guide for instructions on what each column header means and required fields.

How To Use This Template

Please Save a Copy of this template below.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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Click Here to Save A Copy Of This Bill Tos Template to your Google Drive

Please make a copy in your Google Drive. The template cannot be globally shared.

Or click here to download the Blank Template as CSV

Using the Importer

Step 1: Prepare your file for import

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Save Your File as a Comma Delimited CSV

If using Excel there are several CSV options. Please use CSV (Comma Delimited) (*.csv)

Step 2: Click on the Importer Icon in the Bill To tab.

From here you can upload your file, use the Append Import behavior to check data.

When there are no import errors, click Import

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If updating or re-importing Bill Tos, please use the Replace import behavior

If address columns exist in the spreadsheet, Append might duplicate any addresses that have already been imported.

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You may import Bill Tos for multiple Accounts using the main Accounts Importer. Account_id is required.


What’s Next