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;  Max: 20MB)**

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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