If you are using Xero or QuickBooks Online, connecting those systems to SortScape will automatically import your customer information into SortScape.
If you don't plan to connect to Xero or QuickBooks Online, we can do a bulk import of your existing customer information from an Excel or CSV file.
Please send your Excel or CSV file to support if you wish for us to do a bulk customer import for you.
You can send the file to support either by emailing it to support@sortscape.com or by attaching to the chat conversation you already have open with support.
We require the following columns for importing:
Property address
Property city
Property state
Property post_code
Customer name
Customer email
Customer phone number
Customer company
If you are wanting to import your client information from Jim's Jobs, that system doesn't provide a .csv format export option. In that case you can export your client list to the .Doc format and we should be able to convert it into an import-able format.
