Import contacts

Customers & trades5 min read

Import many customers or partners from a spreadsheet instead of typing each record. Use the blank template so the column keys match.

Customers & trades → Import customers dialog

desktop

When to use this

Use this when you already have a contact list and want it in SiteHut in one pass.

Do not use it to add a single client. Use Add Customer or Add Partner instead. Do not use it for costing rates. That is Library.

Before you start

• You can write customers or partners in this workspace.
• You are on the matching tab: Customers for clients, Trades & suppliers for partners. Import is separate on each tab.
• Names you will reuse later are unique in this workspace.

1

Open Import

Customers & trades → Customers → Import, or Customers & trades → Trades & suppliers → Import. The dialog title is Import customers or Import partners.

2

Download blank template

Download blank template. Row 1 is field keys. Row 2 is a guide (cells start with [). Keep row 1. Replace or delete the guide row when you add real data.

3

Upload CSV file

Upload CSV file and choose your .csv. SiteHut skips the guide row automatically when the first cell starts with [.

4

Fix errors, then import

Valid rows show as N customers ready to import (or partners). Rows that fail local checks show as N rows need fixes. Start over to pick a different file.

Import N rows sends only the valid rows. If the server rejects the file, nothing is saved.

What done looks like

• A toast: Imported customers: X created, Y updated (or partners).
• New names appear on the tab you imported into.
• Re-importing the same name (or the same id) updates that record.

Common mistakes

• Importing partners from the Customers tab, or the other way around.
• Changing row 1 keys (for example contact_email to Email).
• Two rows with the same name in one file. The import fails.
• Expecting an empty id plus a new spelling of an existing name to update that company. That creates a second record. Match name exactly, or paste the existing id.

Customer columns

Key	Required	Notes
id	No	Leave blank for new. Existing UUID updates that customer.
name	Yes	Unique customer name in the workspace
company	No	Company label
contact_email	No	Primary customer email
phone_number	No	Include country code, for example +442079460958
customer_type	No	residential or commercial (labels Residential / Commercial also work)
tax_id	No	Tax ID / VAT number
notes	No	Free text
payment_terms_days	No	Whole number of days
contact_name	No	Optional person at this customer
contact_person_email	No	Person email (separate from contact_email)
contact_person_phone	No	Person phone
contact_role	No	For example Project Manager

Partner columns

Key	Required	Notes
id	No	Leave blank for new. Existing UUID updates that partner.
name	Yes	Unique partner name in the workspace
category	Yes	professional, trade, or supplier (labels Professional Services, Trades, Suppliers also work)
email	No	Partner / company email
phone_number	No	Include country code
notes	No	Free text
specialty_names	No	Comma-separated trade tags
contact_name	No	Optional person
contact_person_email	No	Person email
contact_person_phone	No	Person phone
contact_role	No	For example Site manager

Tip

Re-import updates records matched by name (case does not matter) or by id if you include it. Keep company names consistent so search and Xero matching stay clean.

After import

• Link imported customers when you create a job.
• Use imported partners on purchase orders, bills, and as doers on snags and RFIs.

Save one person from a picker

On a snag or RFI doer picker, type an unknown email and choose Save to Directory as partner…. On the project team picker the action is Save to Directory. Save as is Partner / subcontractor or Customer. That is for one person, not a spreadsheet.