Customer and Supplier Lists
Upload Customers and Suppliers in Bulk
Having customers and suppliers in your KLEAR account will allow you to build trades on the platform. Having your complete customer list on the platform helps the KLEAR team get a head start on credit-qualifying your customers to help you access financing options faster.
If your company has a lot of customers to add, bulk uploading data can be a more efficient approach to entering each customer individually on the platform. Bulk uploads can only be done by the KLEAR team. If you'd like to request a bulk upload, either use this template or use the images below as a guide, and send the file to your account manager.
This template shows the required fields to export from your accounting system, CRM, or sales management system. Please note that the requirements for customers and suppliers lists are different.
Results should be returned in the form of a .csv or a common spreadsheet format like Excel or Google Sheets and can be sent to your account manager.
To upload customers one by one, refer to this article. To upload suppliers one by one, refer to this article.
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