How to Upload Customer Contacts into BRS (Through Orders/Customers Tab)

What This Is

If you already have an existing customer list, you can upload your contacts directly into BRS instead of adding them manually one at a time.

This article explains how to properly format your spreadsheet and import customer records successfully.


How to Upload Contacts

  1. Go to Orders → Customers → Import Customers

  2. Click Select File

  3. Choose the spreadsheet file you want to upload

  4. Click Import


Once uploaded, BRS will begin importing the customer records from your spreadsheet.


Required Spreadsheet Format

Your spreadsheet headers must match the exact wording and order listed below.

Use these column titles exactly as written:

  1. FirstName
  2. LastName
  3. CompanyName
  4. Email
  5. Phone
  6. City
  7. Address
  8. State
  9. Zipcode
  10. Country

Important Requirements


Header Names Must Match Exactly

The import system is strict.

Files will not upload correctly unless:

  • The column names match exactly
  • There are no extra spaces or modified wording

For example:

  • FirstName works
  • First Name does not work
  • Zipcode works
  • Zip Code does not work
  • Country Must Use ISO Country Codes

The Country field must use ISO country codes instead of full country names.

Examples:

US = United States

CA = Canada

GB = United Kingdom

Do not use:

United States

Canada

United Kingdom

Only use the two-letter country codes.


Sample Import File

For reference, I have linked a sample file attached to this article on how it should look.

The sample file already includes:

  • The correct column order
  • The exact required header names
  • Proper formatting examples

Using the sample template is the easiest way to avoid import errors during upload.

Here is the Contacts Sample Excel File.


Recommended Before Uploading

Before importing:

  • Remove duplicate contacts
  • Verify phone numbers and emails are correct
  • Make sure formatting is clean and consistent
  • Save the file as an Excel spreadsheet before uploading

Poorly formatted customer data can create messy customer records inside your CRM later.


Additional Notes

Large imports may take a few moments to process depending on file size.

If your upload fails, the issue is usually caused by:

  • Incorrect column names
  • Incorrect column order
  • Invalid country formatting
  • Missing required fields
  • Spreadsheet formatting issues

Double-check the spreadsheet structure first before attempting another upload.