Import a CSV from your CRM or add customers one at a time.
Add customer
Only name is required. Fill in what you have.
Core info
Sales info
Extra fields
GPS coordinates (optional)
Import CSV
Export contacts from your CRM and upload here. Any column layout works โ Highrise, GHL, HubSpot, etc.
๐
Tap to choose a CSV file
or drag and drop here
Match your CSV columns to the app fields. Auto-matched where possible โ adjust any that are wrong.
App field
Your CSV column
๐ Map Latitude and Longitude if your CSV has them for precise distances. Without them, customers are placed near your current location as placeholders.
Only import contacts with an address
Skip any row where the address fields are blank โ useful for proximity tracking