PrecisionOps Migration: Importing customers from CSV
If you have been running your business for any length of time, you have a customer list somewhere -- a spreadsheet, an export from another platform, or maybe a database dump from your old system. PrecisionOps supports CSV import so you can bring all of that data over without manually entering every customer one at a time. Whether you have fifty customers or five thousand, the process is the same.
This guide covers preparing your CSV file, mapping your columns, running the import, and verifying that everything landed correctly. If you are migrating from ServiceTitan, Housecall Pro, or Jobber specifically, check the dedicated migration guides for those platforms -- they cover the export steps specific to each system.
What Transfers
- Customers -- names, addresses, contact info, notes
- Jobs -- history (if applicable)
- Equipment -- units linked to customers (if applicable)
How to Export Your Data
The first step is getting your data into a CSV file. If your customer list is already in a spreadsheet, save it as CSV and you are ready. If you are coming from another platform, most field service software has an export function somewhere in the settings or admin area. Look for options to export customers, contacts, or client lists. The goal is a file where each row is one customer and the columns contain their name, address, phone, email, and any notes you want to preserve.
Before you export, do a quick sanity check on your data. Are there duplicate entries you should clean up first? Are phone numbers and addresses formatted consistently? A few minutes of cleanup in the spreadsheet before import saves you from fixing records one by one in PrecisionOps after the fact.
How to Import into PrecisionOps
With your CSV file ready, the import process in PrecisionOps is straightforward. Upload your file, and the system will ask you to map your columns to the fields it expects -- customer name, address, phone, email, notes, and so on. You do not need to have every field populated. At minimum, you need a name and some way to identify the customer (address or phone number). Everything else is optional but valuable.
After mapping your columns, PrecisionOps shows you a preview of how the data will be imported. This is your chance to catch any mapping mistakes before the records are created. Review a handful of entries to make sure names are in the name field, addresses are in the address field, and nothing got shifted over by a column. When you are satisfied, confirm the import and let it run.
After the Import
Once the import completes, do a quick verification pass. Search for a few customers by name and make sure their records look right. Check that addresses are complete, phone numbers are correct, and notes came through. If you imported equipment data, verify that units are linked to the right customers.
Common issues to watch for include duplicate customers (if you had duplicates in your source data), addresses that got truncated because of formatting differences, and notes that lost their line breaks. Most of these are quick fixes on individual records. If the import has widespread issues, you can clear the imported data and re-run it after adjusting your CSV file.
What's Next
With your customer list imported, you are ready to start working in PrecisionOps for real. Head back to the getting-started series to learn about creating jobs, using the scheduling calendar, and running your first day through the dispatch board. The platform gets more useful the more data it has, and a full customer list is a big step forward.