Import your customers

Import a spreadsheet yourself

CSV or Excel (.xlsx), up to 15 MB and 10,000 rows. Each row needs a name; phone, email and address are optional.

1. Go to Settings → Import and export, and click Import customers. (Or click Import it myself on the "Bring your customers in" banner on Customers.)
2. Click Choose a CSV or Excel file. Not sure about the layout? Click Download CSV template first.
3. On Match your columns, pick which column holds each field (Customer name, Phone, Email, Street address and so on), or "Not in file". Click Preview.
4. Check the preview. Rows marked Needs attention are skipped. Click Import N rows.

What happens to customers you already have

Existing customers are matched by phone or email and filled in, not duplicated. Your customers are not contacted about an import.

Your file can also carry recurring plans (service, frequency, price, next service date). After the import you can click Import their schedule to bring in upcoming visits.

Or let us do it, free

Paper records, photos, an export from another program: send whatever you have.

1. On Home or Customers, click Send me your list, I'll set it up for you free. (On the import page: Send us your file and we'll import it.)
2. Add your files (up to 30, 25 MB each) and anything we should know.
3. Click Send it to Attila. Your customers are in within 24 hours, and you get an email when they are.