Import Customer Data
Chris avatar
Written by Chris
Updated over a week ago

The GorillaDesk team will format & import your data at no additional charge for you once you're a paid subscriber.

If you opt to format your own data we strongly suggest emailing us your final import file to proof it for you before uploading it.

The import function is found under the Customers tab and Action button. The final document must be saved as an excel CSV.

Please Note: If you plan on taking advantage of the QuickBooks Sync addon, DO NOT import your list with a starting balance.

Here are the available import fields:

  • Status (active / inactive)

  • Account #

  • Balance*

  • First name

  • Last name

  • Email

  • Company

  • Top Note

  • Phone (Mobile)

  • Phone (Home)

  • Phone (Work)

  • Phone (Main)

  • Phone (Home Fax)

  • Phone (Work Fax)

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zip

  • Location Notes

  • Billing Address Line 1

  • Billing Address Line 2

  • City (billing)

  • State (billing)

  • Zip (billing)

  • Alt First name

  • Alt Last name

  • Alt Email

  • Alt Phone (mobile)

  • Alt Phone (home)

  • Alt Phone (work)

  • Alt Phone (main)

  • Alt Phone (home fax)

  • Alt Phone (work fax)

At this time you can not import past service and payment history.


Exporting data from RDF SPCS:

1.) Go to File > Export > Current Range and export to Excel

2.) If Excel is not an option then export to DBF

This will create a file called MERGE.DBF in your SPCS file directory. Open this file in Excel and it should have your complete current customer data to use for importing to GorillaDesk.

Exporting data from QuickBooks:

Go to Reports > Customers > Customer Detailed

Once the report is open there will be a Custom button to select even more fields. Here you can choose all the fields required for export.

Export all the selected fields to a .csv or .xls file type.

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