Import parties from Excel
Bulk-upload customers and suppliers with balances and GSTIN instead of creating each party by hand.
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Showing 4 parties
Import+ Create New Party
Staff nameEmailMobileGST numberTypeActions
Karen little paradise—+61 412 345 678—Customer
Mohan—+91 91234 56789—Customer
Hedwig Martinez—+91 99887 6655429AAACW1234A1Z5Supplier
Wipro Limitedinfo@wipro.com+91 80 2844 001129AAACW9781L1ZUCustomer
How this looks in TiBook
How to
- 1Go to Parties and open Import from the toolbar.
- 2Download the template spreadsheet and copy your contacts into the required columns (name, mobile, email, GSTIN, customer/supplier flags, opening balance, etc.).
- 3Clean duplicates in Excel — two rows with the same name confuse imports.
- 4Upload the file. TiBook shows row-level errors (invalid GSTIN format, missing name).
- 5Fix or skip bad rows, then confirm import.
- 6Open Parties and spot-check a few names, balances, and GSTIN lookups before you bill.
What imports well
Names, phones, emails, GSTIN, PAN, addresses, opening balances, and customer/supplier type. Custom fields may depend on template columns.
After import
Imported parties are immediately selectable on invoices. Run GSTIN lookup on key B2B accounts if the sheet only had numbers without addresses.
Import parties and Import items in the same migration weekend — then one test invoice closes the loop.
Keep a backup of your Excel file; TiBook will not replace it if you delete a party by mistake.
Related articles
- Add a customer or supplierCreate a party with name, email, mobile, tax IDs, addresses, opening balance, and custom fields from the Parties screen.
- Import items from ExcelUpload a spreadsheet of products and services instead of typing hundreds of rows in the item stepper.
- Complete the Quick Start checklistThe first-run checklist walks you through company, a party, an item, and your first invoice so the books are usable the same day.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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