Rather than adding customers one at a time, you can import customers in a bulk. To do this, an Excel file must contain your customers.
Only users with Manager or Administrator role can import customer data.
Creating the Excel file
To get started, download the attached file (See bottom of page).
Alternatively, your accounting program most likely allows you to export customer data to Excel.
The Excel file must be created using Office 2007 or newer. The file ends with .xlsx. Many other programs such as Apple Numbers, Google Sheets and OpenOffice can also be used.
The first row in the file should contain the columns listed below. You can include as many of the columns you need. The Customer Name column should always be included.
|Customer Name||✓||Name of the customer. Used for display and sorting (required).|
|First Name||First name of the person associated with the company (if specified).|
|Last Name||Last name of the person associated with the company (if specified).|
|Company Name|| ||Name of the company.|
|Type|| ||Used to categorize your customers. If left empty, type will be set to the default customer type. If a type is specified that has not been setup, it will be created during the import.|
|Phone Primary||The primary phone number associated with the customer.|
|Phone Mobile||The mobile phone number associated with the customer. Used for Text Messaging (SMS)|
|Phone Other||Alternative phone number associated with the customer.|
|Email||One or more email addresses associated with the customer. Email addresses must be separated by comma.|
|Note||A note about the customer. The note is added to jobs created for the customer.|
|Billing Address1|| ||Address line for the billing address.|
|Billing Address2|| ||Additional address line for the billing address.|
|Billing City|| ||City for the billing address.|
|Billing State|| ||State or province for the billing address.|
|Billing Postal Code|| ||Postal code for the billing address.|
|Service Address1|| ||Address line for the service address.|
|Service Address2|| ||Address line for the service address.|
|Service City|| ||City for the service address.|
|Service State|| ||State or province for the service address.|
|Service Postal Code|| ||Postal code for the service address.|
|Heard About Us||Specifies how the customer heard about your company. See|
|Tags||Used to tag your customer for marketing or classification purpose.|
|Internal ID|| ||Internal ID of a customer in ServicePal. This column is Optional during import, but always included during Export. If your import file this column, it will be used to match the information with an existing customer record. This way you can update the Customer Name or any other column and be sure it's the correct customer that is updated.|
|External ID|| ||This column is used by our large enterprise customers to map customers in an external customer database.|
1. If only the Billing Address is specified, the Service Address will be set to match the Billing Address information.
2. Email addresses must have correct naming conventions.
1. Sign in using a web browser
2. Click Customers
3. Click Import
4. Click Browse... and locate the Excel file on your computer
5. Click Import
The import will be processed in the background, allowing you do move on to other functions.
Once the import has completed, you will receive an email letting you know how many customers were imported successfully.
Customers that could NOT be imported will be contained in a spreadsheet allowing you to only fix those customers. You do not need to re-import customers that were imported successfully.
Take a look at the Customer Import Sample spreadsheet. It shows how you can import a customer with two different service addresses.