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).

Your CSV should contain a single header row, with each column representing a different piece of information. Each customer should be on a separate row, with their details in the corresponding columns. You can see an example CSV below.

There are no strict rules about what columns you need to include, what they should be called, or what order they should be in. However, clear columns names will help our AI to match your data to the right fields in getSoapy.

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 > Customers > Import Customers. Select 'New import' and select the CSV file you'd like to import.

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.

You can also download a file with any customers we weren't able to import, so you can fix any issues and try again.

Example CSV

If you're not sure what your CSV should look like, here's an example.

Please note this is just an example and you don't need to follow it exactly.