How do I bulk import existing customers?

If you’re just getting started with getSoapy or have bought a new round (congrats by the way!), bulk importing customer data is quick and easy.

Use this method to import multiple customers from another system such as Squeegee or Cleaner Planner, or from a spreadsheet (CSV format).

The first step is to prepare the data you want to import, and then import it into getSoapy.

Preparing your data

If you're importing customer data from another platform, you'll need to export your data as a single CSV file. This file should include all the customer details (name, address, phone number, etc.) and the details about their job (frequency, cost, etc.). It doesn't matter which order these columns are in.

If you're importing customer data from a spreadsheet, you'll need to export it as a CSV file (using the default settings should be fine).

In all cases, your CSV file 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 which order they should be in. However, clear column names will help our AI match your data to the right fields in getSoapy.

If you're unable to get your data into CSV format, you can always drop us a message in the app and we'll help you out.

To export data from Squeegee go to the Reporting section then select 'All job data', and download the CSV. You'll import this CSV into getSoapy in the next step.

To export data from Cleaner Planner go to the Customer tab or Jobs tab and click 'Export'. Import either the Customers.csv or Jobs.csv into getSoapy in the next step but make sure you don't import both CSVs to avoid creating duplicate customers or jobs.

Importing your data

Once you've prepared your data in CSV format, you can import it into getSoapy:

1. Go to More > Customers > Import customers.

2. Click New import.

3. Under Select a CSV file, click on the Upload icon.

4. Select the CSV file you'd like to import from your device.

5. It will take a second or two to upload (depending on the file size). Once it has, click Import.

6. Our AI will do it's thing and match your CSV data to the right fields in getSoapy. 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.

Example CSV

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

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