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How to prepare a customer CSV file

Prepare your customer list with the right columns so you can review it in IMPULSO before importing it.

Updated

For: Owner, Admin

Before You Start

  • Prepare the file in a spreadsheet and export it as .csv.
  • Review repeated customers by email or phone before uploading the file.
  • Use real business terms such as roofing, gutters, HVAC, or exterior painting when you write internal notes.
  • Do not include passwords, full banking details, or information your team does not need to do the work.

1. Open Import CSV

  1. Go to Customers.
  2. Open the list actions menu.
  3. Click Import CSV.
  4. Read the required column guidance before selecting the file.
Import CSV dialog with required customer columns

The dialog shows the columns IMPULSO expects and keeps the import waiting until you choose a file.

2. Use the Right Columns

Your file can include these columns. Clear names help IMPULSO read each value correctly.

Column What to enter Recommendation
First name Main customer name. Required. Use the person's first name or the business name.
Last name Person's last name. Optional for companies.
Email Customer email. Use a complete format, such as name@company.com.
Phone Main phone number. Use a United States format, such as (214) 555-0199.
Type Person or Company. If this is blank, review the preview before importing.
Contact name Contact person for a company. Useful for property managers, builders, or commercial accounts.
Contact phone Direct phone for the contact. Use it only when it is different from the main phone.
Source How the customer came in. Referral, Google, social media, ad, or another channel.
Notes Internal context for your team. Add details such as roofing inspection, gutter repair, or follow-up.

3. Review Each Row Before Uploading

  1. Confirm every row has a First name.
  2. Add at least an email or phone so the customer can be used for follow-up.
  3. Look for repeated emails or phone numbers inside the file.
  4. Fix incomplete phone numbers, emails without domains, and misspelled customer types.
Good check before importing If a row is not ready, fix it in the spreadsheet before returning to the dialog. That helps avoid reviewing issues row by row.

4. File Model

This model uses United States home-service customers and normal trade terms in the notes.

First name Last name Email Phone Type Source Notes
Lena Watkins lena.watkins@cedarhillroofing.com (214) 555-0199 Person Referral Roofing inspection for storm damage
Marcus Reed marcus.reed@northsidegutters.com (469) 555-0188 Person Google Gutter repair estimate
Avery Parker avery.parker@oakridgeexteriors.com (210) 555-0155 Person Social media Siding repair follow-up

5. States and Messages You May See

These states appear when reviewing or importing the file.

Pending

Meaning: the row is waiting for review or import. Next step: check that name, email, phone, and type are correct.

Error

Meaning: there is a problem in the row or file. Next step: fix missing name, invalid email, invalid phone, or repeated values.

Saved

Meaning: the customer was created after you confirmed the import. It does not mean: a message was sent to the customer.

Import

Meaning: final action that creates customers from valid rows. Next step: use it only after reviewing the preview.

6. Before Confirming the Import

  • Review the valid and invalid row summary.
  • Fix rows with issues before importing.
  • Do not import if you see repeated customers that already exist in IMPULSO.
  • If you were only reviewing the file, use Cancel.