Watch tutorial — 2 min
Step by step
- 1Open Customers
- 2Select Add Customer, or Import to upload a CSV
- 3Map the columns to name, phone, email and address
- 4Review and confirm the import
Related questions
What file types can I import?
CSV files exported from most CRMs and spreadsheets.
Will duplicates be created?
Matching phone numbers and emails are merged into the existing customer.
Can a customer have multiple addresses?
Yes, add as many service addresses as needed to one customer record.