Importing Customers

If you have an existing customer list in a spreadsheet or another system, you can import it into EquipDash from a CSV file. The import walks you through three quick steps — upload your file, check the column matching, and import — so you don't have to reformat your spreadsheet to fit EquipDash.

Step 1 — Upload your CSV

1. Click Customers in the sidebar.
2. Click the Action dropdown near the top-right of the page.
3. Click Import customers.
4. Click Choose file and pick your CSV file.

Any column layout works. Your file just needs a header row (the first row naming each column) and one row per customer. Exports from other booking systems, contact apps, and Excel work as-is — including files that use semicolons instead of commas.

If you're starting from scratch, click download a template in the panel to get a ready-made file with all the columns EquipDash can import.

File requirements: CSV format (.csv or .txt), up to 16 MB.

Step 2 — Match your columns

As soon as your file uploads, EquipDash reads it and matches your columns to its customer fields automatically. You'll see how many customers were found, and a row for each EquipDash field showing which of your columns feeds it — with a real example value from your file so you can spot a mismatch at a glance.

• Common column names are matched for you — "Surname", "ZIP Code", "Mobile", and similar variations are recognized automatically.
• To change a match, pick a different column from the dropdown. Pick Don't import to leave a field out.
• First name, Last name, and Email are required — the import won't start until each has a column.

When everything looks right, click Import N customers.

Step 3 — Import and review the results

A progress bar shows the import as it runs — keep the window open until it finishes. You'll then see a summary:

• Imported — new customer profiles created.
• Skipped — rows that couldn't be imported, listed with a plain-English reason for each (for example "Already in your customer list").
• Click Download skipped rows to get just those rows as a CSV — with a "Why it was skipped" column added — so you can fix them and import that file again. Rows that already imported won't be duplicated if you re-run the file.

The fields you can import

Field	Notes
First name	Required
Last name	Required
Email	Required — must be a valid email address
Phone country code	Dial code such as +1 or 44 (the + is added for you)
Phone number
Address line 1
Address line 2	Apartment, suite, or unit
City
State	State, province, or region
Postcode	Postal or ZIP code — letters and spaces are fine (for example SW1A 1AA)
Country	Name or 2-letter code, in any case — US, us, United States, USA, and UK all work

Why a row might be skipped

Reason shown	What it means	How to fix it
The first name / last name / email field is required	The value is blank in that row	Fill in the missing value and re-import
The email must be a valid email address	The email is mistyped	Correct it and re-import
Already in your customer list	A customer with the same name and email (or phone) already exists	Nothing to fix — the customer is already there
Country "…" not recognized	The country value isn't a country name or code	Use a name like "United States" or a code like "US"

Skipped rows never block the rest of the file — everything else still imports.

Tips

• Start with a small test. For a large file, try a handful of rows first to check the column matching looks right.
• Re-importing is safe. Customers already in your list are skipped, not duplicated — so you can fix the skipped rows and run the same file again.
• Column names don't need to be exact. EquipDash matches common spellings automatically, and you can correct any match by hand on the matching step.

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Related Guides

• Customer Overview
• Adding a Customer
• Exporting Customers