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If you’re coming from a spreadsheet, another CRM, or a contact-management tool, you can import your customer list as a CSV in a single upload.

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CSV format

We accept any CSV with at least one of these columns: email, phone, first_name. (We need something to identify each contact by.) Recognized columns (case-insensitive, with common aliases): Anything we don’t recognize is ignored, not an error. Pull your CSV out of whatever tool you’re using and don’t worry about cleaning column names — we’ll handle it.

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Run the import

1

Open Contacts

Navigate to Contacts in your dashboard.
2

Click 'Import'

Top-right of the page.
3

Upload your file

Drag-and-drop or browse. The first row should be column headers.
4

Review the preview

We parse the first 5 rows and show you what we’ll do with them. Check that names landed in the right column, phones look right, etc.
5

Confirm import

Click Import. We process up to ~10,000 rows per upload (most customer lists are well under that). Progress shows live.
6

Review the results

After import you see:
  • Imported — new contacts created
  • Updated — existing contacts merged on email/phone match
  • Skipped — rows that couldn’t be parsed (with row numbers + reasons)
Skipped rows are yours to fix and re-upload (only re-uploading the skipped rows; we won’t double-import the rest).

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Deduplication during import

Imports respect the same dedupe rules as everything else: a row whose email or phone matches an existing contact updates that contact rather than creating a duplicate. So you can re-import the same CSV without creating doubles.

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Status during import

If your CSV has a status column, we apply it as long as it’s one of the lifecycle stages: lead, qualified, opportunity, customer, lost. A value we don’t recognize (including custom pipeline-stage names — those belong to deals, not contacts) falls back to Lead; the contact still imports.

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Privacy

Imported data is only ever visible to your organization. We don’t share, sell, or analyze it for any purpose other than running ServiceBooked for you. Deleting a contact is permanent — there’s no recovery window, so re-import the CSV if you remove one by mistake. See deleting a contact for everything that gets removed with them.

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Common gotchas

  • Phone numbers in weird formats: we handle most variants ((613) 555-0100, 613-555-0100, 6135550100, +16135550100) but some international formats trip us. Skipped rows will tell you why.
  • Business-only contacts: if your spreadsheet has rows that are companies without a person attached, set first_name to the company name (e.g., “Acme HVAC Inc.”) and leave last_name blank. Better than skipping the row.
  • Custom fields: not currently supported on import. If you have data ServiceBooked doesn’t model (e.g., “warranty expiration date”), put it in the notes field for now.

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Next

Tags

Organize contacts after import.

Statuses

What each pipeline stage means.