Import
Bring your spreadsheet. Keep your columns.
Tell us which column is which. We’ll handle the rest.
customers.csv
Remove
Client
→
Map Client
Customer name
▾
Street
→
Map Street
Service address
▾
Cell #
→
Map Cell #
Don’t import
▾
How often
→
Map How often
Visit frequency
▾
Looks good. Phone numbers are optional.
Customer name
Service address
Visit frequency
Dana Ruiz
220 Bay St
Monthly
Pine Row HOA
9 Pine Row
Weekly
M. Okafor
14 Alder Ct
Every 2 weeks
Shore Diner
77 Shore Dr
Weekly
Previewing 4 of [N] rows
Import customers