Bring in your customer list
Check the columns and a sample before adding anything. We can help by email.
Prepare a copy, not your only copy
CSV is a simple spreadsheet file. Export your customer list as a CSV from your old system, or save a copy of your spreadsheet as CSV. Keep the original file safely; choosing columns in RepairDesk does not change it.
This import brings in names, email addresses, phone numbers and notes. A name is required for each customer. Extra fields and groups are not restored, even if they appear in an exported file.
Not sure how to get a CSV? Tell us the name of your old system. We can agree a secure way to transfer records and help check them; do not send customer files in your first email.
Check first, then import
Open Customers, then Customer data. Nothing is added just by choosing a file or checking it.
- Choose where the file came from, then choose your CSV file.
- Under Match your file columns, choose which column contains the customer name, email, phone and notes. Check the example beside each column. Choose Do not import for any optional detail you want to leave out.
- Choose Check the file. Read the totals, duplicate list and any row errors. Fix errors in a copy of your spreadsheet, save it as CSV and choose the corrected file again.
- Check the sample carefully. When the names and contact details are in the right places, approve that sample.
- Review and approve the final totals. Only then choose Import to add the customers.
Existing customers are not overwritten. Matching email addresses are skipped as duplicates. If you change the file or column choices, check the new sample and approve the new totals again.
After the import
Check a few customers before using the list. The import can be undone only until an imported customer is used. Do not rely on Undo after starting repairs or changing those customer records.
If the result is not what you expected, stop using the imported records and email us. We can help you review the next safe step.
We can help you get set up
Tell us what you want to do. We can help arrange your repair stages, review existing records and discuss improvements that would make your work easier. We can do this by email — no call needed.
A person will reply within two working days. Please do not send passwords or customer files in your first email; we will agree a secure way to transfer records.
Email us for setup help