How to import customers from a CSV file in JobSheet
Before you start
- Office staff or the workspace admin can import. Field staff cannot.
- Prepare a
.csvexport. A Xero Contacts file works. JobSheet does not pull live Xero contacts. - Bank, tax, tracking, and CIS columns are not imported.
Steps
- Open Customers.
- On a computer, choose Import CSV next to New customer. On a phone, scroll to the bottom of the list and choose Import CSV.
- Pick the
.csvfile. JobSheet parses it in the browser and strips a leading*from headers (Xero marks required columns that way). - Check the column mapping. If the file looks like Xero Contacts (
ContactName,EmailAddress,POAddressLine1), JobSheet applies that preset. You can still change any field, or choose Don’t import.
- Choose Customer type: Auto (Ltd, Limited, PLC, CIC, LLP, Group, Academy, Council, Charity, or Trust in the name, or a Companies House number, becomes a company), All as people, or All as companies.
- Preview the first five rows, then choose Import.
- JobSheet sends up to 50 mapped rows per request and shows progress (for example Imported 200 of 1154).
- If any rows were skipped or failed, choose Download skipped and failed rows for a CSV with row number, name, and reason.
Duplicate rule
A row is skipped if the email already exists in this workspace (case-insensitive). If there is no email match, it is skipped when the name already exists.
Tips
- Phone uses PhoneNumber, and MobileNumber if phone is blank.
- A separate site address is saved only when the shipping line 1 differs from the postal line 1.
- After import, use Companies House refresh on UK companies if you want registry details.