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How to Import Customers from a CSV File

Quick version: Click Import CSV on the Customers page, upload your file, match the columns to Fieldkit fields, handle any duplicates, and you are done.

This is the fastest way to bring over your customer list from another system like Housecall Pro, Jobber, or ServiceTitan. Most of these tools let you export your customers as a CSV file.

Before You Start

  • Export your customer list from your old software as a .csv file (not Excel, not PDF).
  • The file must be under 5 MB.
  • Make sure the file has a header row (column names in the first row).

Import Steps

Step 1: Upload Your File

  1. Go to Customers in the left sidebar.
  2. Click the Import CSV button in the top right corner (next to Add Customer).
  3. Drag and drop your CSV file into the upload area, or click to browse for it.
  4. Click Upload & Analyze.

Step 2: Map Your Columns

Fieldkit will read your file and try to match your columns to the right fields automatically. You will see a preview of your data with suggested mappings.

Review each column and make sure it is matched correctly. You can change any mapping using the dropdown next to each column. If a column does not match anything in Fieldkit, set it to Skip.

Fieldkit fields you can map to:

| Field | What It Is | |-------|-----------| | Name | Customer full name (required) | | Email | Email address | | Phone | Primary phone number | | Secondary Phone | Backup or alternate phone | | Street Address | Address line 1 | | Address Line 2 | Apartment, suite, or unit | | City | City name | | State | State abbreviation (e.g., TX) | | ZIP Code | Postal code | | Customer Type | Residential or Commercial | | Status | Active, Inactive, or Do Not Contact | | Notes | Any notes about the customer | | Tags | Labels or categories |

Click Continue when your mappings look right.

Step 3: Handle Duplicates

If any customers in your file match people already in Fieldkit (by email or phone number), you will see a list of conflicts. For each one, you can:

  • Skip -- Do not import this row (keep the existing customer as-is).
  • Update Existing -- Overwrite the existing customer's info with the CSV data.
  • Import as New -- Create a new customer even though a match was found.

Step 4: Review Results

After the import finishes, you will see a summary showing how many customers were imported, updated, skipped, or had errors.

Exporting from Other Software

Housecall Pro: Go to Customers, click the export/download icon, and choose CSV.

Jobber: Go to Clients, click Export, and download the CSV.

ServiceTitan: Go to Customers, use the Export option, and select CSV format.

QuickBooks: If you use QuickBooks Online, Fieldkit has a direct import -- no CSV needed. Check your Settings page.

Spreadsheet: If you have a list in Excel or Google Sheets, save it as a CSV file first (File > Save As > CSV).

If Something Goes Wrong

  • "File must be a CSV file" -- Make sure your file ends in .csv, not .xlsx or .xls. Re-save it as CSV from your spreadsheet program.
  • "File is too large" -- Your file is over 5 MB. Try splitting it into smaller files or removing unnecessary columns before uploading.
  • Rows with errors -- The results screen will tell you which rows had problems and why. Common causes are missing names or badly formatted data. Fix the issues in your file and re-import just those rows.
  • Wrong columns mapped -- Go back to the mapping step and fix the column assignments before continuing.

Tips

  • Do a small test first. Export just 5-10 customers, import them, and check that everything looks right before importing your full list.
  • The "Name" field is required. Every row in your CSV must have a name or it will be skipped.
  • Phone numbers can be in any format. Fieldkit will clean them up automatically.
  • You can always delete imported customers or edit them after the import if something is not right.

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