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Import or Export Customer Contacts

Got a list of customers from another system? Bring them in. Moving platforms or need a backup? Export everything in a few clicks.

Updated over a month ago

Import Contacts from Google or CSV (Web App)

  1. Go to Customers.

  2. Click Options under the blue + button and select Import Customers.

  3. Choose Import from Google or Upload CSV File.

  4. For Google, follow the prompts to connect your account and sync.

  5. For CSV, select a file from your computer.

  6. Match the data fields between ServiceForge and your file.

  7. Click Add Customers. You'll see a notification until the import completes.

Notes:

  • ServiceForge processes up to 1,000 contacts at a time from a CSV. If you have more, break the file into segments.

  • Organize your CSV with data fields (first name, email, phone, etc.) in columns with headers.

Export Customer Data (Web App)

  1. Go to Customers.

  2. Click Options under the blue + button and select Export Customers.

  3. Confirm the action in the pop-up.

  4. ServiceForge sends a CSV file to the account owner's email.

  5. Check your inbox and follow the instructions to download.

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