Importing Customers from a Spreadsheet
Bring your existing customer list into Scheduling Hero. Import customers and their jobs from Excel, CSV, or Numbers files.
Prepare your spreadsheet
Open your existing customer list in Excel, Google Sheets, or Numbers. Required columns: Address, Postcode, Job Description, and Price. Optional: Name, Phone, Email, Town/City, Frequency, Last Completed.
Export your file
Save your file as .csv, .xlsx (Excel), or .numbers (Apple Numbers). All three formats work with the import tool.
Open the import tool
Tap 'More' in the navigation, then tap 'Import Customers' to begin.
Select your file
Tap 'Choose Spreadsheet' and select your file from your device. The app will read your file and show a preview of the data.
Review the preview
Check that your columns were detected correctly. The app automatically matches common column names to the right fields.
Review duplicates
The app checks for customers that might already exist based on address and postcode. You can choose to add jobs to existing customers or skip them.
Verify addresses
Addresses are automatically verified and geocoded. If any can't be found, you can fix them manually using the map.
Complete the import
Tap 'Import' to add all customers and jobs to your database. You'll see a summary showing how many were imported successfully.
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