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Looking to import an existing customer base? Simply export your customers to Excel, Google Sheets, or CSV file and use our mass import tool to upload them into FieldPulse. To begin, navigate to Company Settings then click on the Customers tab. From here, select Import Customers and then follow the on-screen prompts to download the Mass Job Import Excel template. (Note: If you do not have Excel, you can always utilize Google Sheets. Click the Google Sheets import guide to learn how). The Import Customers option under the Customers tab in Company Settings You will need to fill in the template, ensuring that you do not alter the structure of the form. After completing the template, verify the data you are trying to import by clicking the Verify button. Our system will flag any errors or missing required information. This step will ensure that the data you enter is accurate from the start, so you don’t waste time trying to troubleshoot issues with multiple reimports. Fields with errors or missing information will appear in red. In the image below, you can see in the top right corner that out of the five total records I am trying to import, two of the records have invalid or missing information. Verifying imported customer data and flagging errors or missing fields After editing the invalid fields, please ensure that all information is valid and that all records are marked as Valid in the top right corner of the screen, as shown in the image below. Once confirmed, you can export the data by clicking the Export to .xlsx button. Re-uploading verified customer data using the Upload button After exporting your verified customer data, re-upload it into FieldPulse by using the Upload button, as shown in step 4 above.

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Interactive Demo

the interactive customer import demo to explore our interactive demo of the customer import feature.

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Import Additional Contacts & Locations on the Customer Record

To save time, you can use the import feature to upload additional contacts and additional locations to a customer record.

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Additional Contacts

  1. On a customer record, scroll to find the Additional Contacts section then click the Import Contacts button. The Import Contacts button in the Additional Contacts section of a customer record
  2. A pop-up message will appear in the app, allowing you to download the necessary template for this import. Pop-up prompting download of the contacts import template
  3. You will need to fill in the template, ensuring that you do not alter the structure of the form. (Note: If you do not have Excel to fill the template, you can always utilize Google Sheets. Click the Google Sheets import guide to learn how).
  4. Once completed, re-upload the template into FieldPulse by clicking the blue Import button.
The filled-in additional contacts import template spreadsheet

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Additional Locations

  1. On a customer record, scroll to find the Additional Locations section then click the Import Locations button. The Import Locations button in the Additional Locations section of a customer record
  2. A pop-up message will appear in the app, allowing you to download the necessary template for this import. Additional Locations section on a customer record with the Import Locations button
  3. You will need to fill in the template, ensuring that you do not alter the structure of the form. (Note: If you do not have Excel to fill the template, you can always utilize Google Sheets. Click the Google Sheets import guide to learn how).
  4. Once completed, re-upload the template into FieldPulse by clicking the blue Import button. Pop-up prompting download of the additional locations import template

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Import from Phone Contacts (Mobile)

On the FieldPulse Mobile App, you can import customers directly from your phone’s native contacts app. Step 1: Navigate to the Customer List and tap the three dots in the top right corner. Customer List on mobile with the three-dot menu opened in the top right Step 2: Select Import from Contacts. Import from Contacts option selected in the mobile menu Step 3: Use the search bar to find specific contacts by name that you want to import into FieldPulse. Search bar used to find phone contacts to import into FieldPulse Step 4: Select the individual contacts you want to bring into FieldPulse, then you’ll see them in your Customer List!
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.