The supported path today is a CSV upload. Export from your old system (or QuickBooks), then import into TradeOS so customers are ready to attach to jobs and quotes.
QuickBooks Online
CSV upload
If your list lives in a spreadsheet, export it as CSV and upload it from Customers → Import → CSV. We auto-detect column headers and let you remap any that look off. The file can include unrelated columns — we just ignore them.
Supported encodings: UTF-8 and Windows-1252. If you exported from Excel, save as CSV UTF-8 rather than the default to avoid mangling accents and dashes in customer names.
Field mapping reference
Here's the minimum we need for an import to be useful:
- name — required, free text
- email — optional but lets you send digital quotes
- phone — optional but required for SMS notifications
- address_line_1, city, state, zip — optional, used for routing
- notes — optional, anything you want surfaced on the customer page
How we handle duplicates
We match on email first, then phone, then a fuzzy name match within the same address. If we find a likely duplicate during import, we'll flag it on the review screen and let you choose whether to merge or keep both. We never silently overwrite an existing record.
Fixing import problems
- Wrong column mapped: open the import and click Re-map columns at the top — your previous mapping is saved as a starting point.
- A whole batch went to the wrong customer: every import has its own ID. Open Settings → Imports, find the run, and click Roll back. The customers and any auto-created jobs are cleanly removed.
- QuickBooks sync stuck: disconnect and reconnect from Settings → Integrations. Stuck syncs are almost always an expired refresh token after a long idle period.