How to Import Customers on FieldServicely?
Learn how to import customers on FieldServicely to bulk upload client data and manage customer information efficiently.
First, click on ‘Customers’ from the left sidebar. Then click on the ‘Import Customer’ button in the top right corner.
Select or drag a file on the ‘+’ sign.
Pro Tip: You need to download our given template and fill it in to import your data. The template is given right where you you upload the file.
