Import existing business data, clients, and price books | Dashboard User Manual

At a glance

Use this guide when

Migrating client lists, past leads, price book items, or jobs from spreadsheets or other CRM tools.

Best practice

Format and clean CSV columns using provided sample templates before uploading to the import hub.

Watch for

All four importer actions are strictly gated by Owner security clearance (requireOwnerContext).

Owner-gated data import hub

Although the data hub is visible, all four importer actions (Clients, Leads, Price Book, and Past Jobs) are strictly gated by Owner security clearance (requireOwnerContext).

Prepare and upload your CSV files

Download the sample CSV template for the data type you are importing.
Format columns: ensure phone numbers have area codes and addresses are split into street, city, state, and zip.
Upload your CSV and inspect the preview mapping table before confirming the import.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

Source spreadsheets are cleaned, formatted, and backed up.
Owner role executes the import with preview column mappings verified.
Imported clients, leads, and price book items appear in the workspace.

Troubleshooting

When the workflow doesn’t look right

An office user cannot run a CSV import.

Data import actions require Owner role clearance to prevent accidental data overwrites.

Import shows duplicate records.

Clean and deduplicate your source spreadsheet before uploading.

Keep going