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If you’re migrating from another system or spreadsheets, the Import feature lets you bulk-upload your existing data into the CRM. You prepare a CSV file, upload it, and the records appear in your workspace without manual entry. Go to Settings → Import / Export → Import.
The Import / Export screen showing CSV import and export options for customer and workspace data.

Import / Export settings — upload CSV files, validate rows, and move data in or out of the CRM.

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What you can import

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Preparing your CSV file

A clean CSV file prevents import errors. Before uploading:
1

Export from your current system

Export your existing data as CSV from whatever tool you’re currently using — another CRM, a spreadsheet, QuickBooks, or a custom database.
2

Clean the data

Open the CSV in Excel or Google Sheets and:
  • Remove completely empty rows
  • Remove header rows except the first one
  • Ensure phone numbers are in a consistent format (e.g., +13125550100 or 3125550100)
  • Remove any special characters that might break parsing
  • Make sure required columns are present and named correctly
3

Match column headers

Rename your column headers to match the expected field names. The CRM uses the column header to identify which field to populate.
4

Save as CSV

Save the file as .csv (comma-separated, UTF-8 encoding). Avoid Excel’s .xlsx format — use CSV only.

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Running the import

1

Choose the entity type

In the Import / Export page, select what you’re importing: Customers, Vehicles, Services, or Inventory.
2

Upload the CSV file

Click Upload and select your prepared CSV file.
3

Review validation results

The CRM validates your file before importing. If there are errors (missing required fields, invalid phone numbers, unrecognized columns), they’re listed with row numbers so you can fix them.
4

Confirm and import

Once validation passes, confirm the import. Records are created in bulk and appear in the CRM immediately.

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After the import

Review a sample of imported records to confirm everything looks correct:
  • Open a few customers and verify their names and phone numbers
  • Check that vehicles are linked to the correct customers
  • Confirm service prices imported correctly
  • Verify inventory unit costs are accurate
The import does not deduplicate — if you run the same CSV twice, you’ll create duplicate records. Check your existing data before re-running an import.

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Common import errors

Export

Export your CRM data to CSV for backup or accounting.

Customers

Manually add or edit customer records after import.