Customer Import

Preparing your spreadsheet

Clean up your export before upload for a smooth import.

1 min read Updated Jun 25, 2026

Overview

Clean up your export before upload for a smooth import.

One row per customer, headers in row one, no merged cells. Split "City, ST ZIP" into separate columns when possible.

Before you upload

Customer import lives under Settings → Customer Import. Export from your old system as CSV or Excel, clean up column headers, then upload.

Warning

Import during a quiet period and keep a backup of your original file. Large imports are easier to review when the office is not on the phone.

After import

Review the import summary for skipped rows and fix source data before re-uploading only the problem rows.

Next step

Continue with Field mapping.