How to import a CSV of your customers

Available in all our packages: in Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it.

To get the most out of Know-it, we recommend the first thing you do is connect your ledger. 

Or if do not have a connectable ledger, you can still use our Check-it features to monitor your customers, and Collect-it to submit cases for debt recovery. You do this by importing a CSV of your customers.

💡 Important to know before starting the import: we recommend using Chrome or Edge to do this import. 

1. Import contacts

1. Go to My Integration
2. Click on 'Add ledger'
3. Select the CSV option
   
4. Download the CSV template (you can also find it attached at the bottom of this page)
5. Edit the spreadsheet and make sure to have the right headers matching the template provided.
   💡 We recommend downloading the template and copy-pasting your data in the template without deleting the headers.
6. Mandatory fields: your CSV must contain at least the company name AND company postcode OR company name AND company registration number
7. Click ‘Next’
8. Upload your CSV
9. Navigate back to My Companies and see your customers and a snapshot of their credit ratings

2. Update contacts

When updating contact details through a new CSV import, make sure that the company name matches the existing company name in Know-it.

 

Mandatory headers: 

Company name: company_name

Company postcode: company_address_1_postcode

Company registration number: companies_house_number

 

3. What can you see once you’ve imported your customers into Know-it?

Once you’ve imported a CSV of your customers, you’ll be able to: 

• Get automated Gazettes Notices and Companies House updates on those customers
• Get an overview of your customers’ credit ratings and monitor it
• Get an overview of your unsecured creditors
• Pull credit reports on those customers – we will monitor those credit reports for you for 12 months

If you have any questions, and can not find the answer here, please reach out to our support team by raising a ticket here.