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Import your customers

Bring your existing customer list in from a spreadsheet.

You can bring your customers over from another tool without re-typing them.

Steps

  1. Export a CSV from your current tool (Jobber, QuickBooks, a spreadsheet, or anything that exports CSV).
  2. In ServiceHelpHQ, go to Customers and choose Import.
  3. Upload the file.
  4. Review the column mapping. The importer matches your columns to the right fields for you; adjust anything that looks off.
  5. Confirm the import.

After importing

Spot-check a few records for names, addresses, and contact details. You can edit any customer afterward, and you can run another import later to add more.

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