Import Contacts
Import many customers or partners at once from a spreadsheet instead of typing each contact manually.
Open Directory import
Go to Directory → Customers or Directory → Partners and click Import in the page header.
Download template
Download the blank CSV template. Row 1 lists field keys; row 2 explains each column.
Upload CSV
Upload a UTF-8 CSV file with your data rows below the header rows.
Review and confirm
Check the preview for validation errors, then confirm the import.
Customer columns
| Key | Required | Notes |
|---|---|---|
name | Yes | Unique customer name within the workspace |
company | No | Optional company label |
contact_email | No | Primary customer email |
phone_number | No | Include country code, e.g. +442079460958 |
customer_type | No | residential or commercial |
tax_id | No | Tax / VAT number |
notes | No | Free text |
payment_terms_days | No | Default invoice terms (days) |
contact_name | No | Optional person at this customer |
contact_person_email | No | Person email (separate from customer email) |
contact_person_phone | No | Person phone |
contact_role | No | e.g. Project Manager |
Partner columns
| Key | Required | Notes |
|---|---|---|
name | Yes | Unique partner name within the workspace |
category | Yes | professional, trade, or supplier |
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 contact person |
contact_person_email | No | Person email |
contact_person_phone | No | Person phone |
contact_role | No | e.g. Site manager |
Quick save from pickers
When assigning a snag, RFI, or project team member, type an unknown email and choose Save to Directory to add them without leaving the picker.
After import
- Link imported customers when you create jobs.
- Use imported partners when adding subcontractors to a project team or assigning doers on snags and RFIs.