Import contacts from a spreadsheet

If you are moving over from a spreadsheet, another booking tool or an accounting package, you do not have to retype your customer list.

Before you start

Export your existing list as a CSV. Nearly every tool can do this, including Xero, MYOB and a plain spreadsheet saved as "CSV (comma delimited)".

Check the file has:

• One row per person or business
• A header row naming each column
• The fields you actually want, which for most businesses is first name, last name, email, phone and company

Import the file

1. Go to Contacts from the sidebar
2. Click Import
3. Choose your CSV file
4. Match each column in your file to the field it belongs in. Skip any column you do not need
5. Review what the preview shows you, then confirm

After the import

Open the contacts list and spot-check a few rows, especially anyone whose name carries an apostrophe or an accent. That is where a badly encoded export shows up first.

If a customer was already in your account, you now have two records for them. See what to do about duplicate contacts.

Going the other way

You can take the list back out whenever you want. The contacts list has an export that gives you a CSV of everything you can see on screen, which is also the quickest way to check an import before you run a second one.