You can import and export your customers in the Tebi Back Office > Customers
Who can export customers
Only users with the Owner or Accountant role can export customers. If you don't see the export buttons, ask an Owner or Accountant to export the list for you, or to change your role.
Required file format: XLSX or CSV.
To import a customer list, download a template file by clicking ‘Export XLSX’ or ‘Export CSV’ and transfer the customer data into that sheet.
Recommended: add one customer manually to see which columns need to be filled in. The columns are different for individuals and organisations. If you work with both, add one individual and one organisation. Export the sheet > add the data > Import the sheet.
Export limits
Format | Maximum |
CSV | Up to 50,000 customers |
XLSX | Not possible above 10,000 customers |
Larger customer list? If you have more than 50,000 customers, or the export fails, contact Tebi Support. We can run the export for you.