Importing a Customer Database into Gekko

Created by Yasmine Seijmonsbergen, Modified on Tue, 1 Apr at 3:14 PM by Larissa van Aarle

Getting started with Gekko but don’t want to manually enter all your customers one by one? Luckily, you don’t have to!

You can upload .CSV files containing your customer information into Gekko. There’s also a special Moneybird import option, allowing you to transfer your Moneybird customer database into Gekko.

How to Upload Your Customer Database

Step 1: Go to Import in your Settings within your online Gekko account.

Step 2: Click on the "Customers" tab.

Step 3: Choose One of the Two Options;
A) Import customers using the Gekko sample file
B) Import your customer database from Moneybird

Option A: Importing Customers Using the Gekko Sample File

Download the sample file and open it in Excel or a similar program.
Remove the first example row ('MyCompany').
Fill in the required fields. The field "company name" is mandatory.
Save the file as a .CSV format.
Select "Gekko" as the source.
Upload your .CSV file.

Option B: Importing Your Moneybird Customer Database

Export your customer database from Moneybird.
Open the file in Excel or a similar program.
Save the file in .CSV format.
Select "Moneybird" as the source in Gekko.
Upload your .CSV file.

Step 4: On the next screen, review what you’re about to upload and click "Import".

Step 5: If there are any errors, correct them in your file and re-upload.

Step 6: No errors? Your customer database will be successfully uploaded!

Filling out the Gekko Sample File

You’ll see multiple fields, but if you're unsure what to enter, here’s an explanation of a few key ones:

company_name: Business name or customer name (for individual clients).
contact_name: Contact person (appears on invoices). Not required for private customers.
country: Enter "NL" for Dutch customers. For international customers, leave this field blank and fill it in after uploading.
customer_payment_term: The specific payment term for this customer. If it’s the same for all customers, leave this field blank.
archived: Always enter "False".