Bring your customers over from Jobber or a spreadsheet

Get a CSV file

Imports take a CSV file. Jobber, QuickBooks and most spreadsheet apps can export one. There is no direct connection to Jobber: export your client list there, then import the file here.

If you are starting from scratch, Download template on the import screen gives you a file with the right columns. Put one property per row. Rows with the same contact details become one customer with several properties.

Import the file

1. Open Customers, then the Import or download menu, then Import. You can also use Import from a spreadsheet on the Get set up row.
2. Choose CSV file, or drag the file onto the page.
3. Match each column in your file to a field, or set it to Ignore. Nothing is saved yet.
4. Choose Continue to review.
5. Check the counts: valid rows, duplicates and errors. For duplicates, Skip duplicates (recommended) leaves customers you already have alone.
6. Choose the Import button. It shows how many customers and properties go in.

After the import

When every row goes in, you land back on the Customers list with a short note saying how many were imported. If some rows were skipped or failed, a summary lists them so you can fix the file and import just those rows again with Import another file.

Requests work the same way: Requests, Leads has its own import for a list of people who asked for work but are not customers yet.