Customer Management
Importing and Exporting Customers
Bulk import and export
At a Glance
- Import customers from CSV spreadsheets — download template, fill in data, upload and map columns
- Export your customer list to CSV for backup, marketing, or migration
- Only Name is required; Email needed for electronic invoicing
Importing and Exporting Customers
Bulk import customers from spreadsheets or export your customer list.
Importing Customers
CSV Import
Bulk import from spreadsheet:
- Go to Customers > Import
- Download template CSV
- Fill in customer data
- Upload completed CSV
- Map columns to fields
- Confirm import
CSV Format
Required columns:
- Name - Customer name (required for all records)
Recommended columns:
- Email - Required if you want to send invoices/estimates electronically
Optional columns:
- Company, Phone, Mobile
- Address fields
- Notes
Note: Customers without email addresses can still be created, but you won't be able to email them invoices or estimates directly from WorkSnap.
Exporting Customers
Export your customer list:
- Go to Customers
- Click Export
- Choose format (CSV)
- Download file
Use for:
- Backup
- Marketing tools
- Mailing lists
- Analysis
Previous: Customer Tags and Filtering Next: Customer Communication Log
What Happens Next
- 1Review imported customers for accuracy
- 2Add tags to organize newly imported customers
- 3Fill in any missing details on individual profiles
Common Questions
- What format should my import file be?
- Use CSV format. Download our template for the correct column headers and formatting.
- Will importing create duplicates?
- WorkSnap doesn't automatically detect duplicates during import. Review your data first or merge duplicates afterward.
- Can I import customers from QuickBooks or other software?
- Export from your other software to CSV format, then import into WorkSnap using our import tool.
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