Importing existing customer data
Importing existing customer data is quick and easy, whether it's from another platform like Squeegee or Cleaner Planner, or from a spreadsheet.
The first step is to collect the data you want to import, then import it into getSoapy.
Collecting your data
If you're importing from another platform you'll need to export your data in the best format. You'll need to export the data as a single CSV file, which should include all the customer details (name, address, phone number etc.) and the details about their job (frequency, cost, etc.). It doesn't matter what order these columns are in.
If you're importing from a spreadsheet you'll need to export it as a CSV file (using the default settings should be fine).
If you aren't able to get your data in the right format, you can always drop us a message in the app and we'll help you out.
To export work from Squeegee go to the Reporting section then select “All job data”, and download the CSV. Select CSV when creating the import in getSoapy.
If you're importing work from Cleaner Planner and have a single 'Jobs.csv' which includes the customers details should select 'CSV' when creating the import in getSoapy. If you have multiple CSVs (e.g. Customers.csv, Jobs.csv) select 'Cleaner Planner' when creating the import.
Importing your data
Once you've got your data in the right format, you can import it into getSoapy.
Before you start, you should check which customer notifications are turned on. If you leave these on, particularly the 'Welcome' message, all the customers you import may be sent a message.
Once you're ready to import your data, in the getSoapy app go to Settings > Import Customers. Select 'New customer import' and select CSV. Select the file you'd like to import and tap next.
You'll be asked to map the columns in your CSV file to the different types of data in getSoapy. For example, if your CSV file has a 'first name' column you should select 'First name' under the 'Customers' group in the dropdown. getSoapy will do it's best to pre-select the right columns for you, but you may need to change some of them.
Once you've mapped all the columns your data will start importing. You might be asked questions to help getSoapy handle the data.
You'll probably be asked to map the different services customers have to services in getSoapy. For example, if you have a 'conservatory' service in your CSV file, you can match this to the 'Conservatory cleaning' service in getSoapy.
You might also be asked to help correct customer data such as street addresses, phone numbers and emails addresses as getSoapy imports the data, but if your data is well formatted you might not be.
Once the import is complete you'll be able to see a summary of the results. It might take a few more minutes for all the data to be visible, but if anything doesn't look right you can always drop us a message in the app and we'll help you out.
- How do customers work?
- How do I add a cash payment?
- How do I add a customer?
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- What is the customer portal?
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations