Import Customers Into Tradify

CSV file Errors

Topic

Learn more about importing Customer profiles into Tradify through an external .CSV file. 

If you need assistance with converting Excel files (XLSX format) to a file Tradify can read, check out Microsoft's help article here.

Instructions

1. Navigate to the Customer page.
2. Select Options.
3. Select Import Customer From File.
   
   
   
   
4. Select Choose CSV File and pick your .CSV file from your device.
5. Toggle if the .CSV file has a header row or not. 
   
   
   
   
6. Select Start Matching.
7. Drag and drop your selected fields to match (if needed).
   
   
   
   
8. Select Import Customer File.

Your data will now populate new Customer profiles in bulk, provided the .CSV file is formatted correctly.

What Happens to Existing Customer Data?

If your CSV file matches an existing customer (by name), only the fields you have mapped and that contain a value in the CSV will be updated. Any fields that you did not map during the import, or that are blank in the CSV, will keep their existing values — they will not be overwritten or cleared.

For example, if you import a file with only Customer Name and Email Address, and do not match Phone Number, the customer’s existing phone number will remain unchanged.

What if I get an Error when Importing?

To remove errors from your CSV file, see this guide: CSV file Errors

What are the Fields When Importing?

• Customer Name (Mandatory)
• Contact Name
• Phone Number
• Mobile Number
• Fax Number
• Email Address
• Physical Address Street
• Physical Address City
• Physical Address Region
• Physical Address Postal Code
• Physical Address Country
• Postal Address Street
• Postal Address City 
• Postal Address Region
• Post Address Postal Code
• Custom Fields (there are four of these)
• Pricing Levels
• Document Theme
• Amounts
• Archived

Exporting Google Sheets into a .CSV file

You can easily create .CSV files to import from Google Sheets. See below:

1. Open your Google Sheet.
2. Select File.
3. Select Download.
4. Select the Comma Separated Value (.CSV) file type.

Now, you'll be able to re-import this file into Tradify to automatically build customers. 

Additional Information

for more info on Importing see here: How To Import Sites Via a CSV File in Tradify