MakeHay
Customers and requests

Import customers from a spreadsheet

Bring your customer list into MakeHay from a CSV file, with their contacts and job sites, in one pass.

Who can do this
People with the Import customers permission

The importer reads a CSV file and creates customers, contacts and job sites in one pass.

  1. Step 1: Save your list as a CSV file. Excel and Google Sheets can both save a sheet as CSV. A CSV export from another app works too.
  2. Step 2: Open Customers and click Import. On a phone the button shows only its icon.
  3. Step 3: Drop the file on the box, or tap the box to choose it. Up to 2,000 rows at a time.
  4. Step 4: Check the column matches. MakeHay guesses each one from your headers, and you can change any guess.
  5. Step 5: Make sure Customer / company name is matched, or match the contact's name columns and they're used instead.
  6. Step 6: Check the preview, then click the import button under it, such as Import 120 rows.
  7. Step 7: When you see Import complete, read the summary and click View customers.

How rows become customers

  • Use one row per job site. Rows with the same customer name become one customer with several sites. A repeated address for the same customer is skipped.
  • A name matching a customer you already have adds to that customer instead of making a duplicate.
  • A job site needs a street, city, state and ZIP. Without all four, the customer comes in without that site.
  • Each customer gets at most one contact: the first of their rows with a contact name, email or phone.
  • Job site name labels the site. Without it, the street address is the label.
  • An email address that isn't valid is left off.

Good to know: Skipped rows are listed with their spreadsheet row number and the reason. Split a file over 2,000 rows and import each part.

Tip: Starting from scratch? Click Download the template on the import page, fill it in and upload it.

Open it in MakeHay