Import your customer list
If you have no field-service software, or use one Frontline does not connect to, your past customers are not in Frontline until you bring them in.
1. Export your list
In your current software or spreadsheet, export your customers as a CSV file with a header row. Bring as many of these columns as you have: name, phone, email, address, last service date, install date, equipment, membership renewal date, language and notes. In most software the export sits near the customer list under Export, Download or Reports; menu names change, so check your software's help page.
2. Import it
In the app, open Settings, then Import, and choose the file. Frontline guesses which column is which from the header names, and you can change any of them. You see the first 20 rows before anything is saved. One import takes up to 10,000 rows.
3. Check the result, or undo it
When it finishes you can download a report of what happened to every row. If something is wrong, Undo removes the import, as long as nothing has happened to what it brought in since. A customer who has already had a follow-up, or who you have added a job or membership for, stays either way, and the screen tells you why.
4. What happens next
Importing never sends anything by itself. Reminders and offers start as each customer's timing comes up under the same rules as everyone else, not all at once.
Jobber and Housecall Pro
If your customers already come from Jobber or Housecall Pro, the full import is not offered, because the sync keeps them current and a file on top would create duplicates. Neither one has memberships to sync, so Settings, Import offers a members-only import: bring your member list and it matches each row to a customer that is already there.