Customers Import

Download Template: Customers Template.xlsx

The customers import can be completed by going to “My Office -> Data Imports” and uploading under the Customers section, or by sending the spreadsheet directly to [e-mail].

Linking a Parent Customer Account to a Customer:

In order for the parent to link with the customer account, we must have the parent account either, created in Service Fusion all ready or have the parent customer above the sub accounts, as shown in the example below:

In the example above, the Customer called "Youngest Child", will be the sub account to the "Middle Child" account. The "Middle Child" account is then the sub account to the "Parent Customer" account.

Column Headers	Notes	Required?	Matching Fields In QBD
Account Number	Another identifier for customers. Does not need to be unique.	No
Customer Name	Main unique field for importing customer information. If you are syncing with QuickBooks: Customer Name must be unique and below the QB character limit of 41 characters.	Yes	Customer, Company, Bill to 1, Ship to 1
Parent Customer Account	Parent Customer must exist in your Service Fusion account prior to import. To learn more about Parent and sub customers, click here.	No	Customer (precedes the customer name with a colon)
Is Active : Yes/No			Active Status : Active/Inactive
Contact First Name	If you are syncing with QuickBooks: Must be below the QB character limit of 31 characters.	No	First Name
Contact Last Name	If you are syncing with QuickBooks: Must be unique and below the QB character limit of 41 characters.	No	Last Name
Phone 1		No	Main Phone
Phone 2		No
Email 1		No	Main Email
Email 2		No
Secondary Contact First Name		No
Secondary Contact Last Name		No
Secondary Contact Phone 1		No
Secondary Contact Phone 2		No
Secondary Contact Email 1		No
Secondary Contact Email 2		No
Primary Contact Username	Customer username and password to gain access to the Customer Web Portal.	No
Primary Contact Password		No
Internal Notes	Users on the Website version will be able to see these notes. Worker App users will NOT.	No
Public Notes	Users on the website and Worker App will be able to see these notes.	No
Is Taxable : Yes/No		No	Sales Tax Code
Tax Rate Name	Tax must be created in Service Fusion prior to import.	No	Tax item
Referral Source	Will be added to the list found under My Office > Referral Sources.	No
Payment Method	Options located in Service Fusion My Office > Payment Methods.	No
Payment Terms	Options located in Service Fusion My Office > Payment Terms.	No	Terms
Service Location Name	Will automatically become the Primary Location and Billing Address. Use Service Locations import if you have multiple locations and need to specify which location is billing and the primary.	No	Bill to 2, Street 1, Ship to 2, Ship to Street 1
Service Location Address 1		No	Bill to 3, Street 2, Ship to 3, Ship to Street 2
Service Location Address 2		No
City		No	Bill to 4, City, Ship to 4, Ship to City
StateProv		No
ZipPostCode		No
Service Location 2 Name	Secondary Location, use Service Locations import if you have multiple locations and need to specify which location is billing and the primary.	No
Service Location 2 Address 1		No
Service Location 2 Address 2		No
City 2		No
StateProv 2		No
ZipPostCode 2		No
Tag 1	Tags can be split up by commas or put in to each column.	No
Tag 2		No
Tag 3		No
Tag 4		No
Custom Field 1	Not limited to 3 custom fields. Custom Fields must be created within your system prior to importing. Please put the name of the custom field as the column header.	No
Custom Field 2		No
Custom Field 3		No