Import Customers From a File (Web)
To learn how to import customers from a file on Skimmer's website, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
- There are several ways you can get your customer list into Skimmer. In another video, we show you how to import them directly from QuickBooks Online if you’re a QuickBooks user. You also have the option of manually adding customers, which you can do by going to the Customers screen and clicking the Add Customer button. Typically, though, that works better if you already have your customers in Skimmer and are looking to add a new one, or if you’re a small company just starting out with Skimmer. We will focus on importing customers from a file, such as an Excel spreadsheet or a CSV. Of course, before you can do that, your customers need to be in an Excel or CSV file. If your customer list is currently in another system, such as QuickBooks Desktop, many of them have a built-in utility that will export your list to this type of file. But if that’s not the case, or even if you don’t have Excel on your computer, there’s a trick that might help. You can export a Google Sheet to an Excel format. Here’s how to do it. Note that we have a Google Sheet with a few sample customers. To export to Excel, click File, Download, and Microsoft Excel. This will put your customer list into an Excel file and then download it to your computer.
- Once your customer list is in the spreadsheet, there’s another step before you can upload it. On Skimmer’s Customers screen, click the Import from File button. The next screen has two buttons at the top. But before we use those, we need to make sure our customer list is properly formatted. In order for Skimmer to read your customer list, recognize all the information, and upload it to our system, the information needs to be organized a certain way. That’s what this page will help you do. Note that you can download a sample file, which demonstrates how your information needs to be organized. You can also scroll down to find specific written instructions. This page will tell you what columns you need, what their names should be, what your customer’s information needs to look like, and more. It may look like a lot of instructions, but applying it to your customers is typically pretty simple, and if you have questions or hit any snags, our support team is always here to answer questions and point you the right way. If you have Excel on your computer, you can do this step right before importing to Skimmer. If you don’t have Excel, in which case you may be using Google Sheets like we demonstrated, be sure to get your formatting to match what Skimmer needs before you export the Google Sheet to Excel.
- When your customer data is ready, click Choose File to Upload. Navigate to the proper file and select it. When the file is ready to be uploaded, you’ll see the file name appear under the two buttons. Once you see that, click Import Customers From File. This will take you to a confirmation screen. You’ll see all the customers that Skimmer can see to import. If there are any customers you don’t want to import, click the checkbox to deselect them. Once you have the list you want, click the Import Customers button.
- Once the upload is complete, you can go to the Customers list and confirm. Now that your customers are in Skimmer, you can get them scheduled and start adding service information.