Customer Import
Validation
How TreeOS checks your data before import completes.
Overview
How TreeOS checks your data before import completes.
Rows missing a name or valid contact method are flagged before import. Fix or skip them from the preview screen.
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 Duplicate handling.