This function requires a desktop or laptop computer. You must have Manager or Administrator role to import customer data.


Rather than adding customers manually one at a time, you can import customers in a bulk. To do this, an Excel file must contain your customers.

 

The Excel file can be used to add new customers or update existing customer information.


Creating the Excel file

To get started, download the attached file (See below on page). The file shows an example customer.


Alternatively, your accounting program will likely allow you to export customer data to Excel. 

See QuickBooks for Desktop, or QuickBooks Online.


The Excel file must be created using Office 2007 or newer. The file extension is .xlsx. Many other programs like Apple Numbers, Google Sheets and OpenOffice can also be used.


The first row in the file should contain the column names listed below. You can include as many of the columns you need. The Customer Name column should always be included.


Column Required Description
Customer Name

Name of the customer. Used for display purposes (required).
First Name

First name of the customer, or the person associated with the company (if specified).
Last Name

Last name of the customer, or 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.
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 specified will be added to all jobs created for the customer.
Billing Address1   Address line for the billing address.
Billing Address2   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.
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.


NOTE:
1. If only the Billing Address is specified, the Service Address will be set to match the Billing Address information.
2. Email addresses must follow valid email naming conventions.



Importing customers

       

  • Click Import from the action bar

       

  • Locate the file on your computer
  • 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.