Looking to import an existing customer base? Simply export your customers to Excel or CSV file and use our mass importing tool to upload them into FieldPulse.
Watch the video below to learn how to download our Mass Import Template, fill in the template, and re-upload the template into FieldPulse.
To download the Mass Import Template now and re-upload it, visit this page
Congratulations! You've just learned how to mass upload customers to FieldPulse. If you have questions about this process, email us: email@example.com or click the blue chat icon at bottom right when you're in the app.
Next up: Exporting Customers