Before you start
- You are signed in as an owner or co-owner.
What you'll decide
You will tell Zentive whether you want a clean setup path or a migration path focused on importing customers and services.
Pick the right path
- 1
Choose Starting fresh
Use this if you are entering customers and services manually or only have a small list to add.
- 2
Choose Migrating from another tool
Use this if you already have customers in Jobber, Housecall Pro, QuickBooks, a spreadsheet, or another system.
- 3
Import first if you are migrating
Customer import can satisfy your first-customer milestone and helps Zentive guide the next setup step.
You can change paths
The setup guide is not locked. You can complete steps out of order and switch paths if your first choice was wrong.
Common questions
- 1
I have hundreds of customers. Should I add one manually first?
No. Start with import so you can map fields, preview errors, and bring in the real customer list in one pass.
- 2
I am not sure what software I am migrating from.
Choose the generic CSV option. You can still map common fields like name, phone, email, address, and notes.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.