Importing customers

Bring your customers in from a spreadsheet.

Save your spreadsheet as a CSV file (up to 5,000 customers and 5 MB). You'll need a column for the name and one for the address; a postcode is needed too unless the address has a map pin.

Match each column to what it holds, then check the preview. Rows with problems are listed by line and left out; fix them in the file and import it again.

If the file has a service, a price and how often, each customer gets a service plan. The service must already exist in Services and prices.

Importing the same file twice doesn't add anyone twice.