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

To import sites into Tradify, follow these steps:

1. Navigate to the Customers page.
2. Select Options.
3. Select Import Customer Site File.
   
   
   
   
4. Choose the .CSV file you'd like to upload.
5. Specify 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

1. Customer.
2. Site Name.

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