What it does?
Much like the built in ServiceM8 import tool, we can import clients, but we can also bring in additional information. For instance, if you have a spreadsheet with your customers' information, but you also have columns that include fields like, date of last service. With this add-on, we take each additional column and combine them into a single note on the client card.
Excel Format
For the import to work correctly, there are a few required columns. The remaining columns will be imported as the notes. The required columns are client_name, company_address, billing_address, first, last, email, and phone.
| client_name | company_address | billing_address | first | last | phone | |
*We can customize the import for an additional fee depending on the need.
Cost
The cost to use this add-on $0.10/contact. If you only need to import 100 contacts into ServiceM8, then the cost is only $10. All pricing is in USD.
Getting Started
1. Sign up for an account here - https://clientimport.com/user/create/
2. Sign in using the credentials you created.
3. You'll be redirected to ServiceM8 to authenticate
4. After authentication, import your CSV here - https://clientimport.com/customer/import/
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