You can import your clients into your Workiz account by preparing a CSV (Comma separated values) file.
CSV files can be exported from any modern app, Google sheets or Microsoft Excel.
Preparing your list
- Include a header line in your file, this will let Workiz know what information that column holds
If you need an example of how we expect the file to look like you download this example file.
2. Once you file is ready, make sure you save it as CSV (File -> Save as)
Starting the import
- In your account, go to Settings and then client import
2. Click upload to pick a file from your computer.
3.Check the fields to see that everything matches up.
We'll automatically match up known fields and and notify you of any fields we could not match up for your choice.
4. Click Start import
5. Your import should begin immediately. the import can take minutes or hours depending on your file size.
Once done, you will get an email notification.
For a successful import clients need at least a phone number or Email.
You can always check your import page and see how many clients were not imported.