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.

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


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


  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.


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

Was this article helpful?
0 out of 0 found this helpful