How to Import Customers to UpKeep
Save time by importing multiple customer records at once instead of adding them one by one. This guide walks you through preparing your spreadsheet, uploading it, and getting your customer data set up quickly.
Customers in UpKeep are used to track client information and can be linked to documents like Work Orders and Purchase Orders.
Available on: Premium, Professional, Enterprise
What You'll Need
A spreadsheet file in CSV, XLS, XLSX, TSV, or XML format. We recommend downloading the customer template. Follow the steps below:
Navigate to the Import & Export page
Select Customers from the data set dropdown
Select Download Template
Complete the template with your customer data organized with the column headers listed in the Field Reference section below
Step-by-Step: Import Your Customers
Navigate to the Customers section in UpKeep
Click the Option Dots (⋯) on the right side of the screen
Select Import — you'll be taken to the import page
Or navigate to the Import & Export page directly
Select Customers from the data set
Select Start Customers Import Process
Upload your spreadsheet file, or manually enter items directly in the import table
Map your columns to the appropriate UpKeep fields
Review your data and click Finish to import
Customer Template Field Reference
Column | Example | Details |
A — Customer ID | G0JI96bHjs | The UpKeep ID of the customer. Only needed when updating an existing customer — leave blank for new imports. |
B — Customer Name | Luke Skywalker | The name of the customer. This field is required. |
C — Phone Number | 1-800-555-5555 | The customer's phone number. |
D — Customer Address | 1 UpKeep Way | The customer's address. |
E — Website | The customer's website. | |
F — Billing Name | Tony Stark | The billing contact name for the customer. |
G — Billing Address Line 1 | 1 UpKeep Way | The first line of the billing address. |
H — Billing Address Line 2 | Suite 123 | The second line of the billing address (optional). |
I — Billing Address Line 3 | Los Angeles, CA 12345 | The third line of the billing address — typically city, state, and zip code. |
J — Customer Type | Service | The type of customer (e.g., Service, Retail, Property Management). |
K — Customer Description | They have 2 assets on-site | A text field for any additional notes about the customer. |
L — Email | The customer's email address. Note: This is for your internal records only — it is not an UpKeep login. | |
M — Currency Name | US Dollars | The currency used for billing this customer. |
Best Practices
Test with a small file first: import 2–3 customers to verify formatting before uploading your full list.
Customer Name is required: every row must include a value in column B or the import will fail for that row.
Use the Customer ID column only for updates: leave column A blank when creating new customers. Include the UpKeep ID only when updating existing records.
Keep customer types consistent: decide on a naming convention (e.g., "Service" vs. "Service Client") and use it across all entries for easier filtering later.
Fill in billing fields upfront: if you use Purchase Orders, having billing name and address populated from the start saves time later.
Save as CSV: for the most reliable import experience, save your spreadsheet as a .csv file before uploading.
FAQ
Can I update existing customers with a CSV import?
Yes. Export your current customers, make changes, and re-import the file. Be sure to keep the Customer ID in column A so UpKeep matches the records correctly.
What file formats does the import accept?
CSV, XLS, XLSX, TSV, and XML files are supported. We recommend CSV for the most reliable experience.
Is the customer email used as a login?
No. The email field (column L) is for your internal tracking only. Customers do not receive UpKeep login access through this import.
What's the difference between Customer Address and Billing Address?
Customer Address (column D) is the customer's physical location. Billing Address (columns G–I) is where invoices and purchase orders are sent — they can be different.
What plans support customer imports?
Customer functionality is available on Premium, Professional, and Enterprise plans.