Import your existing customers and team

You don't have to type your customers or your team in one at a time. Bring the whole list over in one go, in whichever of these three ways suits you.

1. Upload the file you already have

A customer list exported from your old software, your accounting system or a spreadsheet you keep yourself will work as it is, in CSV or Excel.

1. For customers, open People → People and choose the Customers tab. For technicians, open People → Technicians & Managers.
2. Choose Import, then Import CSV or Import Excel, and pick your file.
3. ArrivePing adds everyone and shows how many were imported, and which rows weren't and why.

The first row of the file must hold the column names. ArrivePing recognises the usual ones, such as Name or First Name and Last Name, Email, Phone or Mobile, Company, Address, City, Province or State, and Postal Code or ZIP. Columns it doesn't use, such as notes or balances, are left out.

2. Fill in our template

1. On the same page, choose Import → Download template. It opens in Excel, Numbers or Google Sheets.
2. Replace the example row with your own, one person per row. Leave a cell blank if you don't have the detail.
3. Save it as CSV or Excel and upload it with Import CSV or Import Excel.

The customer template has name, email, phone, company, website, address, city, province or state, postal or ZIP code, country, and whether they are a one-time or repeat customer. The technician template has name, email, phone, skill class, skills, vehicle, license plate, license number, address and hourly pay rate.

3. Send it to us

Rather not do it yourself, or have a list in another format? Email the file to [email protected] with your company name, and we'll import everyone for you and reply when it's done.

What happens when you import

• New customers aren't contacted. Importing doesn't send them a text or an email; they hear from you when you book them a job. The one exception: someone who already has an ArrivePing account with another company gets an email asking them to join yours.
• Technicians get a welcome email with a link to set their password and get the app, the same as when you add one by hand. See Invite your technicians.
• No duplicates. Someone whose email is already in your account is skipped, so you can upload the same file again after fixing a few rows.
• Missing details are fine. A row without an email still imports. Add the email later on the person's profile. A technician needs one before they can sign in.
• Up to 500 rows per file, and 5 MB. Split a longer list into several files, or send it to us.

Office staff, such as dispatchers and managers, are added one at a time with Add on the People page. For a large office team, send us the list.