Import customers and job sites from a CSV file

#Prepare the file

Fieldnote imports CSV files of up to 10,000 rows. Larger lists can be split into several files. Download the template from Settings > Data > Import > Download template to get the exact column names.

• Required: customer name, plus either an email address or a phone number.
• Optional: company, billing address, job site address, site notes, tags and customer type (residential or commercial).
• One customer can have several job sites. Put each extra site on its own row with the same email address.

#Upload and match columns

Fieldnote shows a preview of the first 20 rows before anything is saved, so you can fix a column that was matched to the wrong field.

1. Go to Settings > Data > Import and choose Customers and job sites.
2. Upload your CSV file.
3. Check that each column is matched to the right Fieldnote field. Change any that are wrong.
4. Review the preview of the first 20 rows.
5. Click Start import. You get an email when it finishes, usually within 5 minutes.

#How duplicates are handled

Fieldnote matches existing customers by email address, then by phone number. A matching row updates the existing customer and adds any new job sites instead of creating a duplicate. Rows that fail (for example, no name, or no email and no phone) are listed in an error file you can download, fix and upload again.