How To Import Sites Via a CSV File in Tradify

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

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.

Importing Site Lists into Tradify

To import sites into Tradify, follow these steps:

  1. Go to the Customers tab.
  2. Click on the Options button located in the upper right corner.
  3. Select Import Customer Site File.

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  4. You can choose the .CSV file you'd like to upload.
  5. Specify if the .CSV file contains a header row.

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  6. Match the fields of your .CSV file to the fields in Tradify.
  7. Select the Import button to start the import process.

Mandatory Fields for Importing Sites

The following fields are required for importing sites:

  1. Site Name
  2. Site Address

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

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