Settings - Import Files | Settings

For a video walkthrough on imports, see the bottom of this page.

Here you can import a customer, inventory, vendors, or venue files to your software by going to Settings -> Import Files. The quickest way to import a file is by having a .CSV file stored on your computer.

Select type of import
Upload the local file (must be a CSV file)
Use table editor to assign columns
Click "Save & Close" button

The software will put the import request into the queue and process the file as soon as possible.

When importing tags, you can import multiple tags by using a semicolon (;) as a separator.

When using the import tool you may use an existing spreadsheet and map out the information within our import tool, or work off of one of our template spreadsheets. Below are links to populated spreadsheets by import type, already containing all available fields.

Rentals
Customers
Venues
Vendors
Workers
Zip Codes
Inventory

Import Fields available by Type

Customers:

First Name
Last Name
Address 1
City
State
Zip
Home Phone
Office Phone
Cell Phone
Fax
Email
Notes
Customer Type
Organization
Tags
Address 2
Title
Blacklisted
Customer Referral
Tax Exempt ID
Customer Types

Rentals:

Name
Serial #
Quantity (max)
Is Active
Description
Weight
Circuits
Dimensions
Staff
Notes
Category
Price Per Day
Pricecat Is Taxable
Image Link

Venues:

Lead Venue Notes
State
City
Name
Zip
Country
County
Address2
Street

Vendors:

Office Phone Number
Cell Phone Number
Email Address
Contact
Company Name
Category
Notes
Address 1
Address 2
City
State
Zip

Zip Codes:

You can now import zip codes in your distance charges. Simply go to Settings -> Import Files, Add Import File and select from the drop down "Zip Codes"

Below is a video walking through the import process, and common scenarios you may encounter when working with data.