Peoples Savings Bank Business Online Banking User Guide

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Autobooks Import Customers

Upload a CSV file to import your customers into Autobooks. We will import customer data including first and last name, email, phone number and address.

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In the Business Banking tab, click the Autobooks tab. Then click the Invoicing tab. 1. Click the Customers tab. 2. Click the Import customers button. 3. Click the Browse files button and select the file you would like to upload. 4. Check the boxes next to the customers you would like to import. 5. Click the Complete import button.

Autobooks: Import Customers