Customers & devices

Bring in your customer spreadsheet

Import customers, service sites and devices together.

CSV upload

Spreadsheet file

CSV fileDownload the template if you need the expected columns.

Reusable every year

Customer and site details

Names, contacts, addresses, utility accounts and meters.

Utility matched by site

Device details

Assembly type, make, model, size, serial and location.

Review before import

Last passing test date

Used to calculate the device’s next due date.

Next, map your columns and review 20 rows. You can fix invalid addresses and assembly types before importing.