How To Import Customers Into Tradify From A .CSV File

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

Jump Ahead:

  1. Importing Customer lists into Tradify
  2. Exporting Google Sheets into a .CSV file

 

Importing Customer lists into Tradify

To import Customers into Tradify:

  1. Head to your Customer tab.
  2. In the upper-right side, select Options
  3. Select Import Customer From File.

    Options_in_Tradify_Customer_Dashboard.png
  4. Select your .CSV file for uploading.
  5. Select whether your .CSV file has a header row or not. 

    Attaching_a_CSV_file_to_import_Customers_into_Tradify_.png

  6. Now, Start Matching your data.
  7. Drag and drop your selected fields (if needed).

    Organising_CSV_import_to_create_Tradify_Customers.png

  8. Select Import Customer File.

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

 

Exporting Google Sheets into a .CSV file

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

To do so:

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

Tradify_Export_Google_Sheet.png

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

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