Fieldfolio Help

Import customers

Bulk import your customers using a simple CSV.

Template CSV

Download the customers template CSV to see the spreadsheet column order required to ensure a successful import.

Customer Import Template CSV

Required columns

The following columns must be filled for each customer row:

  • Customer Name
  • Customer Reference (also called Customer ID)
  • Bill To Street 1
  • Ship To Street 1

If a customer row is missing any of these, that row will be skipped and importing will continue. When the import is complete, a message showing which lines were skipped with be shown.

Column names and order

Importing relies on all the column headers being present, and the columns remaining in the same order as the template CSV.

Deleting, renaming or reording columns will result in a failed import.

Upload your CSV

  1. Fieldfolio Admin > Customers > Import Customers
  2. Choose your CSV file
  3. Click Import Customers

Once the import process is complete, the number of customers successfully imported will be shown, along with any errors encountered along the way.

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