Importing Customers, Contacts, Email Addresses

If you didn’t connect your Aero account to a QBO account, you may want a little help getting all of your client information into Aero. Aero can import you client information for you to help you get up and running on Aero as quickly as possible.

A word of advice: Customer and Contact lists coming from another system can be messy and often contain duplicates. We recommend taking some time to clean up your lists before you send them to us.

Click here for Customer import template

Click here for Contact import template

Click here Email Address import template

Updated on March 27, 2017

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