Adding & Removing Customers
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      3. Adding & Removing Customers

      How do I import a customer database?

      Adding customers one at a time makes sense if you deal with new individual customers. This step-by-step guide shows you how to add customers in bulk.

      Importing Customers

      1. From the Navigation Sidebar, select Users and then click Customers.


      2. Click Customer Import to open the Import panel.


      3. Click the Document Icon and select your import file. Import files must be formatted correctly in a single Microsoft Excel or CSV file sheet. For CSV files, select the appropriate CSV delimiter. 


      4. An example CSV file can be downloaded along with a list of all of the fields available for import.


      5. Click Submit to begin the import.

      Note: The file you are importing must not be more than 5000 rows or have a file size larger than 20MB. 

      Accepted Fields

      Field name Description Type Required
      company Customer company name String Yes*
      firstName Customer's first name String Yes*
      lastName Customer's last name String Yes*
      businessId Business ID String No
      parent Parent customer. Company name or Fixably id (if exists) accepted. String/Integer No
      location Default service location. Location name or Fixably id accepted. String/Integer No
      phone Customer's phone number String No
      email Customer's email String No
      contactMethod Customer's preferred contact method. Options: sms, email, call String No
      notes Free text notes. String No
      lang_id Customer language code (e.g. en, sv or fi). String No
      address1 Customer's shipping address line 1 String No
      address2 Customer's shipping address line 2 String No
      address3 Customer's shipping address line 3 String No
      city Customer's shipping address city String No
      state Customer's shipping address state String No
      zip Customer's shipping postal/zip String No
      country Customer's shipping address country code (US, GB, SE). String No
      billingAddress1 Customer's billing address line 1 String No
      billingAddress2 Customer's billing address line 2 String No
      billingAddress3 Customer's billing address line 3 String No
      billingCity Customer's billing address city String No
      billingState Customer's billing address state String No
      billingZip Customer's billing postal/zip String No
      billingCountry Customer's billing address country code (e.g. en, sv or fi) String No
      ovt OVT ID String No
      iban E-invoicing address (IBAN) String No
      operator Operator. Must be OVT or SWIFT. String No
      billingEmail Email for billing String No
      provider Provider String No
      identifier Identifier for customer's provider String No
      createLogin Create a login for customer portal. 0 = No, 1 = Yes   No
      tags Tags for the customer. Separted by comma , String No
      vatNumber VAT Number for customer String No
      ssn Social security number of customer String No

      * Either company or first & last lame are required