Importing Customers

Import customers — divisions, agencies, or companies that use parts of your network — for design, cost estimation, and support.

Permission required: Imports require an app role of Owner, Administrator, or Contributor. See Roles & RBAC for details.

Required fields

  • Customer name (required)
  • Matching for updates: Customer Name

How to import

Use the shared Import a spreadsheet guide for the current Imports wizard (Configuration > Imports → + New Import): choose type, upload the file, map columns, validate, and publish.

Templates for this type are linked from the Upload file step after you select it in the wizard.

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