Import & Export Customers

Bulk importing and exporting customer data in FieldPulse

Importing Customers

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.

1. Navigate to Import

   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 here to learn how).

   
2. Fill in the template

   You will need to fill in the template, ensuring that you do not alter the structure of the form.

3. Verify the data

   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. Fields with errors or missing information will appear in red.

   
4. Export and re-upload

   After editing the invalid fields, ensure all records are marked as Valid in the top right corner. Export the verified data by clicking Export to .xlsx, then re-upload it into FieldPulse using the Upload button.

   

Interactive Demo

Explore the interactive demo of the customer import feature.

Import Additional Contacts & Locations

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

Additional Contacts

1. Click Import Contacts

   On a customer record, scroll to find the Additional Contacts section then click the Import Contacts button.

   
2. Download the template

   A pop-up message will appear in the app, allowing you to download the necessary template for this import.

   
3. Fill in the template

   Fill in the template, ensuring that you do not alter the structure of the form.

4. Upload the completed template

   Re-upload the template into FieldPulse by clicking the blue Import button.

   

Additional Locations

1. Click Import Locations

   On a customer record, scroll to find the Additional Locations section then click the Import Locations button.

   
2. Download the template

   A pop-up message will appear in the app, allowing you to download the necessary template for this import.

   
3. Fill in the template

   Fill in the template, ensuring that you do not alter the structure of the form.

4. Upload the completed template

   Re-upload the template into FieldPulse by clicking the blue Import button.

   

Exporting Customers

You can export all of your customer information from FieldPulse as a .CSV.

1. Click Export

   Click on Customers in the left side menu. On the Customers page, click Export at the top right.

   
2. Wait for the export to complete

   As soon as you click the Export button it will initiate the export. After the export has completed, a confirmation message will appear on your screen.

   
3. Download from email

   You will receive an email to the address registered with FieldPulse. Click the attachment to view and save it to your computer.

   

Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.