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Import clients, properties and staff from a spreadsheet

Updated For owners and office

You can bring your records across from a spreadsheet or another system. Nothing changes until you approve the import.

Data import
Data import

Before you start

  • Export your clients from your old system or spreadsheet.
  • Import in this order: Clients, then Properties, then Staff and contractors, then Service catalogue if you didn't add services by hand.
  • Each row needs a unique external ID: your old system's client number, or just 1, 2, 3… Properties use it to link to the right client.

Steps

  1. Go to Settings → Records, retention & recovery → Data import.
  2. Under Record type, choose Clients.
  3. Choose Download clients CSV template. Keep the headings exactly as they are.
  4. Copy your data into the template, one client per row, and save it as CSV.
  5. Under Completed CSV, choose your file, then Validate and preview.
  6. Read the preview. Rows with problems are marked with what to fix, for example a missing email or a duplicate ID. During preview nothing is changed in your workspace.
  7. Fix the rows in your spreadsheet and preview again until it's clean.
  8. Approve the import. The whole validated file is imported once.
  9. Repeat for Properties (using the same client IDs), then Staff and contractors.

What happens next

  • Open Clients and spot-check a few records.
  • Imported addresses that Google can't match are marked so you can fix them. See Driving route could not be checked.
  • Repeat cleans aren't created by the import. Set each regular client's service and book their next clean (Book a job).

Need help?

Choose Need help with your import? on the same page. Founding customers can ask for a setup call.