Your Customer list in Dext makes it easy to track who you've sold to and helps you automatically match sales invoices to the right customer.
Important: You must be an Admin user to manage the Customer List.
What’s the Customer list used for?
When you upload a sales invoice, Dext checks the customer name on the document:
If there’s a match in your Customer list, the customer is automatically linked to the invoice.
If there’s no match, Dext extracts the name and suggests adding it.
You can then:
Add the suggested name to your Customer list
Ignore the suggestion and manually enter a name
Once a customer is in your list, Dext will automatically apply them to future documents.
Tip: To view or edit your Customer List, go to Sales > Customers in Dext.
Ways to add Customers to Dext
You can add customers in two ways - automatically via your accounting software or manually in Dext.
Automatically sync from accounting software
If you’ve connected your accounting software (like Xero or QuickBooks) to Dext:
Your existing Customer list will sync automatically
When you publish a document with a new customer, Dext will also create that customer in your accounting software
Updates in your accounting software (like new or edited customers) won’t show in Dext until you click Reload list under the Actions drop-down on the Customers page
Manually add customers in Dext
If you're not connected to accounting software, you can:
Add a new customer manually
Go to Sales > Customers, then click Add new customer in the top right
Import customers from a CSV file
Click Import from CSV above the customer list and upload your file
How to edit a Customer’s name
You can edit customer names in Dext, but the steps depend on whether your account is connected to accounting software.
If you don’t have an accounting software integration:
You can update a customer’s name directly in Dext.
Go to Sales > Customers.
Click the name of the customer you want to edit.
Update the Name field to reflect the correct information, then click outside the field to save your changes.
If you are connected to accounting software
Customer details are controlled in your accounting software. To make a change:
Open your accounting software and update the customer name there.
Once saved, return to Dext.
Refresh your integration data so the new name appears in your Customer List.
This keeps both systems in sync and avoids duplicate or mismatched entries.
How to delete a Customer in Dext
Deleting a customer also depends on whether your Dext account is linked to accounting software.
If your account is not connected to accounting software:
Go to Sales > Customers.
Find the customer you want to remove.
Tick the checkbox next to their name.
Open the Actions dropdown menu and select Delete.
Confirm the action.
This will permanently remove the customer from your list within Dext.
If your account is connected to accounting software:
Open your accounting software (e.g., Xero or QuickBooks).
Delete the customer record from that platform.
Go back to Dext and refresh your integration data.
Once the sync completes, the deleted customer will automatically be removed from Dext as well.
Important: Deleting a customer will remove them from all existing items within Dext. Any items that have already been published to your accounting software will remain unchanged.
Additional notes
Line Item Extraction does not currently apply to Customers. It’s only available for Supplier/Cost items.
If you’ve added a new customer in your accounting software and it’s not showing up in Dext, try refreshing your integration data and wait a few minutes.
Note for Xero users: The customer must have at least one Sales Invoice (even a draft or dummy one) before Dext can sync it.