Import customers from a spreadsheet

If you've been running on a spreadsheet, you don't have to re-type everyone. Use CSV import to bring in your entire customer list in under five minutes. This is the single biggest day-one time saver for shops migrating from QuickBooks, Excel, or Google Sheets.

Format your file

Required columns: name, email, phone. Optional columns: address, city, state, zip, notes, tags. First row should be the column headers — exact spelling matters for auto-mapping, but you can manually map any column on the next screen if the spelling is off.

Save the file as .csv from Excel or Google Sheets (File → Export → .csv). Other formats (xlsx, xls) won't import; convert first.

Run the import

Settings → Customers → Import. Drop the CSV; we'll preview the first 10 rows. Confirm the column mapping and click Import. Duplicates by email are skipped automatically — useful when re-importing after fixes.

What happens after

Each customer is created with the data you provided. You can edit details, add jobs, and create estimates immediately. The import audit log shows you exactly how many records came in successfully and which (if any) were skipped, with the reason for each skip.

Common import pitfalls

• Phone formatting: dashes, parentheses, and spaces are all fine — we normalize on import. International numbers should include the country code.
• Multiple emails per customer: we take the first email and skip duplicates. If a customer has two contact emails, add them to the notes field instead.
• Empty rows: trailing empty rows in the CSV are skipped automatically, no need to clean them up first.
• Customer names in 'Last, First' format: works but renders as-is in the app. If you want 'First Last' format, sort the column with a formula before exporting.

Importing customer addresses for job sites

If your spreadsheet has multiple addresses per customer (e.g., a property management company with several buildings), import the customers first, then use Settings → Job Sites → Import for the addresses. The job-site import expects a customer email column to link addresses to the right customer.

Importing from QuickBooks specifically

QuickBooks exports customers as 'Customer List.csv' with columns that mostly map cleanly. The Company Name column maps to our Name field. The 'Main Email' column maps to our Email. Phone fields combine — we take Main Phone first, then Work Phone, then Mobile, in that order.