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Import Your Customer and Service Location Databases
Import Your Customer and Service Location Databases
Mike Bempah avatar
Written by Mike Bempah
Updated over 5 years ago

Many service professionals have customer data they'd like to import into mHelpDesk. CSV (Comma Separated Value) is a common file format for importing this type of data. This type of file is available from applications like Microsoft Excel, Google Sheets and QuickBooks. If you have a CSV file, you can import it into your mHelpDesk account with the steps below.

Before you import:
​Your file should be in a "tab delimited" format (this is a type of CSV) with your customers' name in the left column. Also, the file should have the column headers provided below in the top row of the file. You should include all columns, even if they are blank.

CUSTOMERS:

A Customer CSV Template can be downloaded under People > Customers > Options > Download Customer CSV Template

  1. CustomerName

  2. ContactFirstName

  3. ContactLastName

  4. Address1

  5. Address2

  6. City

  7. State

  8. Zip

  9. CountryCode

  10. PrimaryPhone

  11. SecondaryPhone

  12. Fax

  13. Email

  14. Notes

  15. CustomerType

  16. AdCampaign

  17. CustomerTerms

  18. Tax

  19. TaxRate

  20. ContactEmail

Leaving all of the headers as they appear in your template, enter all of your Customer information into each cell and save. Now that the CSV file is formatted for import, here's how you will add it to your mHelpDesk account.

1. From the left navigation panel, click People > Customers

2. Click the drop down arrow next to + Add > Select Import Customer CSV

3. Click Select and choose your customer list from a file selection window 

**(TIP) Select a tab delimited file (File format: text or csv)**

4. Click Next

5. Map each field to your list in the Mapping Fields window that appears

6. Click Save 

7. A notification will appear

8. Confirm your customers have imported successfully under People > Customers


​SERVICE LOCATIONS:

A Service Location CSV Template can be downloaded under People > Customers > Options > Download Service Location CSV Template

  1. CustomerName

  2. ServiceLocationName

  3. ContactFirstName

  4. ContactLastName

  5. Address1

  6. Address2

  7. City

  8. State

  9. Zip

  10. CountryCode

  11. BillTo

  12. PrimaryPhone

  13. SecondaryPhone

  14. Fax

  15. Email

  16. Notes

  17. CustomerType

  18. AdCampaign

  19. CustomerTerms

  20. Tax

  21. TaxRate

  22. ContactEmail

Leaving all of the headers as they appear in your template, enter all of your Service Location information into each cell and save. 

NOTE: If you are uploading multiple Service Locations for the same Customer, make sure to put the SAME Customer Name in the "CustomerName" column, and the Service Location information in the rest of the cells. This will make sure the Service Locations are all imported underneath the same Customer profile. 

Now that the CSV file is formatted for import, here's how you will add it to your mHelpDesk account.

  • Follow Steps 1 & 2 for importing your Customer CSV (shown above), this time selecting the option to Import Service Location CSV.


UPDATING CUSTOMERS & SERVICE LOCATIONS USING CSV IMPORT:

  • You can also UPDATE multiple Customer and Service Location profiles by re-uploading the profile information the same way you imported! As long as the Customer Name is spelled exactly the same as it shows in mHelpDesk, including spaces and case-sensitivity, the new data will update the existing profile!

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