Customer data template
A ready-made spreadsheet that walks you through every column. Make a copy and it is saved to your own Google Drive.
What is inside
- Start here: a short guide to filling it in, in the right order.
- Data guide: every column explained, with the allowed values.
- 9 data tabs: one for each kind of record.
- customers
- quotes
- invoices
- payments
- contacts
- contracts
- activities
- email threads
- emails