Import Customers
Bulk-import up to 2,000 clients from a CSV file
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Drop your CSV file here
or click to browse — max 2,000 rows, 10 MB
Download the import template
Use this template to format your existing client list. It includes all supported columns with two example rows.
Supported columns
Column headers are matched automatically — exact names, common aliases, and exports from ServiceTitan, PestRoutes, and QuickBooks are all recognized.
full_nameUse this OR First + Last Namefirst_namelast_namecompany_nameemailphonephone2billing_addressbilling_citybilling_statebilling_zipservice_addressservice_cityservice_stateservice_zipgate_codepet_notesaccess_instructionspest_concernsproperty_notescommunication_preferenceservice_frequencybalanceaccount_numbernotes