Customers
Choose Customers
Required
- At least one identity field: name, company, or email
Recommended
- Phone
- Street address
- City, state, ZIP
- Notes
- Tags
Notes
- Use plain headers like customer name, phone, email, address, and notes.
Other / CSV import guide
Other CSV Import Guide
Use Other when you have a spreadsheet that did not come from a supported platform, or when you have already cleaned an export into your own format.
Recommended order
- 1Customers
- 2Jobs
- 3Invoices and estimates
- 4Employees
- 5Pricebook anytime
Import notes
These notes explain how this source is handled before you review the final mappings.
Things to know
- One header row works best.
- You can fix column mappings before import.
- Duplicate customers and pricebook items can be skipped or updated.
Imported when available
- Customer notes
- Addresses
- Tags
- Amounts
- Dates
- Pricebook metadata
Not imported
- Passwords
- Unknown accounting-only rows
- Blank rows
Pick the import type
Pick the matching source first, then choose the import type shown below. You can still review and adjust the column mapping before saving records. The names in the picker match the in-app import tool.
Jobs
Choose Jobs
Required
- Customer identity
- A job date, address, description, or amount
Recommended
- Work order number
- Status
- Start date
- End date
- Total amount
- Technician
Notes
- Jobs can create customer stubs when no matching customer exists.
Mixed Pricebook
Choose Mixed Pricebook
Required
- Item name
- Item type
Recommended
- Category
- Code
- Description
- Unit price
- Taxable
Notes
- Item type can be service, supply, equipment, or labor.
Ready to import?
The import tool is available inside your account. If you are already signed in, this opens the app; otherwise you will be asked to sign in first.