Importing Contacts into Your Account
Use our formatted spreadsheet to batch create customer and company accounts
Megan
Last Update 3 years ago
You can bring in numerous contacts into QuoteOnSite using our pre-formatted spreadsheet.
Take the following steps:
1. Log into your QuoteOnSite account
2. Go to Dashboard > Exports > Customers
3. Download the import template by clicking the download button
4. Fill in the spreadsheet with your customer, address and company data.
Fields
You can supply:
- Title
- Forename (if no forename is entered, the contact email will be used instead)
- Surname
- Address details
- Company Name (If a company with the exact name does not exist, one will be created and the contact will be attached to that company)
- Tags (You can select multiple tags for each contact. Separate tags using a pipe symbol "|")
- Telephone numbers
- Contact notes (You can add notes to each contact. These can be found in the customer details page under the Notes tab).