Before you start
- A CSV, XLSX, or XLS file with a header row (up to 10 MB, 5,000 rows).
What you'll do
Customers → Customer List → Import walks through four steps: Upload, Map columns, Review, Import. Nothing is created until you press the final Import button, so you can back out at any point.
Do this
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1 · Upload
Pick where the data comes from (Generic CSV / Excel, QuickBooks, Jobber, Housecall Pro, ServiceTitan) so column names auto-match, then drag the file in or Choose a file. Download a sample template shows the columns Zentive understands.
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2 · Map columns
Each column in your file is matched to a Zentive field: First name, Last name, Email, Phone, Street address, Unit, City, State, ZIP, Company, Notes, or Full address (split automatically). Fields marked * are required. Pick Don't import to skip a column.
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3 · Review
Three tabs: Ready to import, Duplicates (email or phone already exists; skipped by default), and Errors (missing required fields, bad email). Fix errors in the file and Change file, or continue without them.
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4 · Import
Press Import N customers. Large files take a minute; keep the tab open. The result shows Added, Skipped, and Failed with a Download failed rows (CSV) button so you can correct and re-upload only those.
What happens to imported customers
They are created as Active with the address geocoded for routing. No invitation is sent by the importer; send portal invites later from each customer card, or leave customers on pay-by-link only. Employees have their own importer under Schedule → Employees → Add Employee → Import, and leads under Lead Management → Import.
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