Add customers, or import them from a spreadsheet

OfficeUpdated 2026-10-17

Bring your customer list over from a spreadsheet in one go, or add customers one at a time. Nothing is imported until you have seen what will happen.

Steps

Export your customer list from your old system, or save your spreadsheet as a CSV file. A CSV, XLSX or TXT file works.
On the web, click Import in the menu, under Settings.
Choose Customers.
Choose your file, then click Show me what it will do.
Read the preview. Each row says new, linked, skipped or not imported, and why.
If a column landed in the wrong place, open Which of their columns goes where and choose the right one. Choose - not in this file - for anything your file does not have. The preview updates as you go.
If the file did not come from one of the products listed under From, choose Another product.
Click Import. The button says how many rows it will bring in.
Click Customers in the menu to see them. Search by name, number, contact or email, and click a customer to open them.

Click Customers, then Add customer.
Type their Name, and choose the Kind. Add a Contact name, Email and Phone if you have them.
Type the address the work is at: Street, City, State and ZIP. Add Access notes for the technician - a gate code, a dog.
Click Add customer. They get a customer number, and the address is their primary one.
To change something later, open the customer and click Edit, then Save.
To add another place they own, open the customer and click Add another address. Click Make primary on the one their jobs should go to first.

Do customers first, then their jobs, then the price book. Jobs are matched to the customers already here.
Importing the same file again adds nothing twice. If an import stopped half way, run the same file again to finish it.
A row with the same email as a customer already here is linked to them, not added again. A row with only the same name is added as a new customer, and the preview says so.
Rows marked not imported can be fixed in the file and imported again.
Only an Admin or a Manager sees the Import tab.
If a customer with the same name is already here, you are asked first. Open the one on file, or click It's a different customer.
Admins, Managers, Dispatchers and Salespeople add and edit customers.
Changing a customer or an address does not change jobs and bills already made for them. They keep the details they were made with.
A customer also comes in when you make a job or book a request for someone new, and from the guided setup's Bring your customers over step.
Open a customer for their service addresses, job history, billing terms and the link to their own page.