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Zuora Billing

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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View customer accounts

Import customer accounts

This topic explains how to import customer accounts into the Zuora system using a CSV file from various sources like Salesforce.com, Excel, or QuickBooks.

If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in Zuora system by importing all your customer accounts as a CSV file.

To import your customer accounts, perform the following steps:

  1. Navigate to Customers > Customer Accounts in the left navigation menu.
  2. Click the Import icon import in the upper right of the list. You will be navigated to Data Loader list view screen.
    Data Loader list view screen
  3. Select Customer Accounts from the Type list.
  4. Click Choose File to select the CSV file that contains the customer accounts you want to import. For more information about the CSV file format, see Required column headers for customer accounts .
  5. Click Import to import customer account data from the selected file.

The imported customer accounts will show up on the Accounts page as draft accounts.

Last updated: October 28, 2025