Now that you’ve added your basic business information and set up your team members (if applicable), you’re ready to add your customers to the system. There are two main options for adding your customers. Adding them one-by-one, and bulk-importing them.
Adding Customers One-by-One:
To start adding customers, click on the ‘Customers’ page in the left menu. On the customers page, click ‘Add Customer’.
You’ll have to enter their basic information, including their name, address, email and phone number. You can also add notes to the customer’s file or tag them to keep your customer list organized. Once you have entered their full information, click ‘Save’. They will show up in your customer list and you’ll be able to create jobs, quotes and invoices for them. More on that in our next few guides. You can learn more about adding customers in this quick video:
Importing an Existing Customer List:
If you have a large customer list and want to import all of your customers at once, you can do that too. Navigate to the Administration section and click on ‘Customers’. Then click ‘Import’.
On this page you will download our ‘Customer Import Template’ which is a spreadsheet, and then copy your existing customer information into that sheet. Once your information has been loaded into our spreadsheet and follows the format specified in the sheet, you can upload the sheet back into the system. You’ll see a confirmation if your customers are loaded successfully. You can learn more about mass importing your customers here:
Some common issues we see when importing customers are:
Blank rows in the spreadsheet- this will cause the customer list to upload only to that point, a blank row tells our system to stop uploading. So make sure you have no blank rows.
Multiple entries in one cell- You should also make sure you only have one piece of information per cell, so make sure each phone number cell for example only has one phone number. Adding multiple entries to one cell is another common error we see when importing customers with the sheet.
Extra spaces in one cell- Also avoid extra spaces within a cell - many spreadsheet programs have a ‘Trim spaces’ tool as well.
If you run into any questions or issues with formatting your customer list to work in our spreadsheet, or want us to take a look at it for you, don’t hesitate to reach out to our Customer Success Team!
Importing Customers from Quickbooks*:
*Note that importing your customers from Quickbooks does not bring over the customer’s physical address, so we recommend using the customer import sheet instead if possible.
If you have Quickbooks Online and are syncing it to FieldPulse, you have a third option for adding customers into the system; importing from Quickbooks. First, follow the steps to sync your Quickbooks account to FieldPulse. You can find those steps here and we’ll cover them in more detail in Part 8.
Once your Quickbooks account is synced with FieldPulse, on the administration page where you set up the sync (here), click ‘Sync Customers’. That will bring over your customer list from Quickbooks.
Looking for a quick summary for adding your customers? We’ve got you covered! There are 3 main ways to add customers into the system:
- Add customers one-by-one
- Include at least their address, phone number and email, more info is better
- You can also add customer notes or tag them to stay organized
- Import your customers
- Make sure you’re adding them to our Customer Import Sheet, not trying to upload your own customer list
- Look out for blank rows, multiple entries per cell and blank spaces in cells when adding your customers to the sheet
- Sync your customers from Quickbooks
- This doesn’t bring their physical address over so we recommend using the customer import sheet instead if possible.