Importing your customer data

CSV import

If you have your customers in a spreadsheet, this is the fastest way to get started.

Prepare your file

Your CSV should include columns for:

• Name (required) — Customer’s full name or company name
• Email — Primary email address
• Phone — Primary phone number
• Address — Street address, city, state, and zip (can be separate columns or one combined column)
• Notes — Any additional information

Upload and map columns

1. Go to Customers → Import.
2. Click Upload CSV and select your file.
3. WorkBoss will auto-detect your columns. Review the mapping and adjust if needed.
4. Click Preview Import to review the first 10 rows.
5. Click Import to bring in all records.

After importing

• Duplicate detection runs automatically. If a customer with the same email or phone already exists, you’ll be prompted to merge or skip.
• You can undo a bulk import within 24 hours from Settings → Import History.

QuickBooks sync

If you use QuickBooks Online, you can sync your customer list automatically.

1. Go to Settings → Integrations → QuickBooks.
2. Click Connect and sign in to your QuickBooks account.
3. Choose Sync Customers and select whether to import all customers or only active ones.
4. Customer data will sync both ways — new customers added in WorkBoss will appear in QuickBooks, and vice versa.

Manual entry

You can always add customers one at a time from Customers → Add Customer. This is a good option if you’re starting fresh or only have a handful of contacts.