1. Customers first, because it creates your accounts and locations.
2. Contacts and Assets next. They attach to the locations from step 1.
1. Go to Settings > Data.
2. Under Import, choose the File type:
– Customers (one row per location)
– Contacts
– Assets
3. Choose what to do with Records that already exist:
– Skip existing (default) leaves them unchanged.
– Update existing fills in values from your file.
4. Select Template to download the matching CSV template.
5. Upload your file and map its columns.
6. Check the preview of the first five rows and the summary.
7. Select Import [N] rows.
Columns: Account Name, Location Name, Location Code, Address Line 1, Address Line 2, City, State, Zip, Country, Location Phone, Status, Assigned User Email, Notes
Topic | How it works |
Required | Account Name and Location Name |
Rows | One row per location. Repeat the account name for each of its locations. |
Account matching | By name (not case-sensitive); created if not found |
Location matching | By Location Code, or by account plus location name |
Status | active, paused or pulled |
Assigned User Email | Must belong to a current team member; otherwise the row is left unassigned and flagged |
Addresses | Looked up on the map. Ones that can't be found are still imported and flagged "Needs address check". |
Columns: First Name, Last Name, Title, Phone, Email, Location Code, Account Name, Location Name, Notes
Topic | How it works |
Required | First Name, plus a Location Code or an Account Name |
Matching | By email within the account. Contacts without an email are always created as new. |
Columns: Location Code, Account Name, Location Name, Asset Type, Make, Model, Serial Number, Install Date, Status, Notes
Topic | How it works |
Required | Asset Type, which must match one of your asset types |
Matching | By Serial Number |
No location given | The asset goes into storage |
Install Date | YYYY-MM-DD; it's saved as the asset's "Acquired on" date |
Status | in_service, in_storage, in_repair or retired |
• "Update existing" only fills in values you provide. Blank cells never erase existing data.
• File size: up to 5,000 rows per file.
• Plan limits: the Customers preview counts the new customers in your file against the room left on your plan. If they don't fit, the import stops and tells you how many to remove, or you can upgrade first.
• Issues report: Failed & flagged rows lists each problem row and the reason.
• Undo: see [Undo an import].