Use the import tool when you already have customer or vehicle information in a spreadsheet. This is common when you are moving from another system, a paper list, or a file your team has kept in Excel or Google Sheets.

You will upload a file, match each spreadsheet column to the correct field, review the preview, and create customer records without typing each person one at a time.

Before you start

• Open your spreadsheet and make sure each customer is on one row.
• Use clear column names, such as First Name, Last Name, Email, Phone, Street Address, City, State, and ZIP.
• Save the file as a CSV, XLS, or XLSX file.
• If you want cars to connect to customers automatically, include a shared value such as the customer's email address, the car VIN, or the license plate.
• If possible, import customers before importing cars. Cars need a customer record to connect to.

Step 1: Open the import page

1. Go to Import Data

   Open the Import Data page. You can also use the setup checklist if your facility is still onboarding.

2. Stay on the Customers tab

   The page opens on the Customers tab. Use this tab for names, emails, phone numbers, addresses, tags, and additional contacts.

3. Download the template if you are not sure what to use

   Click Download on the Download customer template card. The template shows the recommended column names.

Step 2: Upload the customer file

1. Click the file picker

   Click the file field below the template card.

2. Choose your spreadsheet

   Select your CSV, XLS, or XLSX file from your computer.

3. Wait for the row count

   After the file loads, the page shows how many rows were found. This tells you the file was read successfully.

Step 3: Match spreadsheet columns to customer fields

After the file loads, you will see a mapping area. "Mapping" means telling the system which spreadsheet column belongs in each customer field.

1. Choose the name format

   Select Separate columns (First Name, Last Name) if your spreadsheet has one column for first name and one column for last name.

   Select Combined column (Full Name) if your spreadsheet has one full name column, such as "Alex Morgan".

2. Choose the address format

   Select Separate columns (Street, City, State, ZIP) if those details are in separate columns.

   Select Combined column (Full Address) if the full address is in one column.

3. Click Auto-Map Columns

   Click Auto-Map Columns. The system will try to match common column names for you.

4. Review each row in the mapping list

   Look at each Database Field and the selected Spreadsheet Column beside it.

   If a match is wrong, open the dropdown and choose the correct column. If you do not want to import a field, choose -- None --.

5. Map additional contacts if needed

   If each customer has an assistant, spouse, bookkeeper, or other related person in the spreadsheet, use Additional Contacts (optional).

   Click Add Contact, then map the contact's name, email, and phone columns.

6. Use Auto-Link Car only when you have a reliable match

   Use Auto-Link Car if your customer file includes a VIN or license plate that already exists in your car records.

   This helps the system connect imported customers to existing cars automatically.

Step 4: Review before importing

1. Click Review Import

   Click Review Import at the bottom of the mapping screen.

2. Look for missing required information

   Every customer needs a first name and last name. If either one is missing, go back and fix the mapping or update the spreadsheet.

3. Check for duplicates

   Review any customers that look like they may already exist. Duplicate records make billing, cars, documents, and portal access harder to manage.

4. Confirm the import

   When the preview looks correct, confirm the import. The system creates the customer records.

Step 5: Import cars after customers

If you also have a vehicle spreadsheet, return to Import Data and choose the Cars tab.

• Include vehicle details such as make, model, year, VIN, color, license plate, and declared value if you have them.
• Include Customer Email when possible. This helps match each car to the correct customer.
• After the car import, spot check a few customer records to confirm their cars appear in the Customer's Cars section.

What happens next

After customers are imported, go to Contacts and search for a few names from your spreadsheet.

Then open one customer record and confirm:

• The name, email, phone, and address look right.
• Tags were imported cleanly and are not duplicated.
• Cars are linked to the correct customer.
• Additional contacts, if imported, appear in the Contacts section.

Troubleshooting