{"id":236,"date":"2019-07-26T20:43:07","dateGmt":"2019-07-26T20:43:07","modified":"2022-06-28T04:34:36","modifiedGmt":"2022-06-28T04:34:36","status":"publish","title":"How to Import Clients or Customers","content":"

This is a quick guide to show you how to import clients in Local Service Hero<\/strong>.<\/p>\n

You can import clients or customers from a CSV document created on Excel or Google Sheets, into your Local Service Hero<\/strong> account. This allows you to create new customers from a CSV file without having to create them manually.<\/p>\n

You need a CSV<\/strong> document containing at least your clients\u2019 Names<\/strong> and\u00a0Emails. <\/strong>Preferably you should have even more info like addresses, phone numbers and even billing info. But the names and emails are enough to create new clients from a CSV file.<\/p>\n

Here\u2019s an example of our CSV file containing the new clients\u2019 first names, last names, and emails.<\/p>\n

\"how<\/p>\n

Once you log in to your Local Service Hero account, go can go to CRM > Clients<\/strong>, and\u00a0you\u2019ll see all your client\u2019s information displayed on a spreadsheet.<\/p>\n

1- Open the \u201cImport\u201d tool to upload a CSV file containing new customers<\/h2>\n