Import Data
Bulk import data from external sources like CSV files or integrations.
Xero Customer Sync
One-way sync to import your customers from Xero. This will check for duplicates based on email address and only add new contacts.
Import Customers from CSV
Upload a CSV file to bulk import new customers into the system. This is a reliable way to add historical data.
Your CSV Headers (Xero Format):
ContactName, AccountNumber, EmailAddress, FirstName, LastName, AttentionTo, AddressLine1, AddressLine2, AddressLine3, AddressLine4, City, Region, PostalCode, Country, PhoneNumber, MobileNumber
The system will use ContactName as the primary name, or combine FirstName + LastName if ContactName is empty. EmailAddress is required. The system will skip duplicates based on email.
Import Leads from CSV
Upload a CSV file to bulk import new leads.
Import Lead Data
Upload your CSV file with lead data. Use "Analyze CSV" first to check the data structure.
Expected CSV Headers:
customer_name, email, phone, nearest_town, created_date, source, project_type, notes, quote_requested, Invoiced, follow_up_date, action, status, Date Quoted, Date Invoiced, To Do