How To Import Sites Via a CSV File in Tradify

Topic

Learn how to import sites into Tradify using a . CSV file. For more information on our Sites feature, check out How To Create a Site in Tradify Web.

Instructions

1. Navigate to the Customers page.
2. Select Options.
3. Select Import Customer Site File.
   
   
    
4. Choose the .CSV file you need to import.
5. Toggle if the .CSV file contains a header row.
   
   
    
6. Match the fields of your .CSV file to the fields in Tradify.
7. Select the Import.

Mandatory Fields for Importing Sites

• Customer
• Site Name

Tips for a Successful Import

• The Customer in your file must already exist in Tradify. Sites are linked to existing customers, so unmatched customer names will cause the import to fail.
• Each Site Name should contain only the site name. Keep address details in the address column specifically. 

Exporting Data to a .CSV File

To export data from a system or application to a .CSV file, follow these steps:

1. Open the data you want to export.
2. Choose the Export or Download option.
3. Select the Comma Separated Value (.CSV) file type.
4. Save the file to your desired location.

You can now import the saved .CSV file into Tradify to bulk add sites.

Additional Information

for more info on Importing see here: Importing Suppliers from Xero