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. We cannot import Microsoft Word (.doc or .docx) or PDF files.
Please send your Excel or CSV filek 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
You can also use the attached "SortScape customers import sample.xlsx" spreadsheet as a template.
Please note - We can import your customer information. However, we can’t import historical job or invoice history.
If you are wanting to import your actual schedule, we can do a one-time import of your schedule if you provide us the following information.
Property address – Must match exactly how it appears in SortScape (from your customer import).
Next visit date – ideal format: YYYY-MM-DD (e.g. 2026-01-15).
Start time (optional) – e.g. 09:00 for 9am.
End time (optional) – e.g. 17:00 for 5pm.
Repeating? – Yes or No.
Repeat frequency (if repeating) – e.g. 2 for “every 2 weeks”.
Estimated man hours (optional) – Decimal, e.g. 1.5.
Billable? – Yes or No. Yes means the visit will prompt for invoicing upon completion.
Work required – e.g. “Mow lawns, weed, trim hedges”.
Invoice line 1 – Description (if billable) – e.g. “Lawn Mowing”, “Garden Cleanup”
Invoice line 1 – Price (in your currency) – e.g. 100.
Invoice line 1 – Quantity – Number of units (typically 1).
Invoice line 2 (optional) – Description, Price, Quantity.
Invoice lines 3–5 (optional) – Same pattern if you have more lines.
You can also use the attached "Jobs import example" spreadsheet as a template.