---
title: How Do I Import Customers List in ServiceBox
description: How Do I Import Customers List in ServiceBox
---
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# How Do I Import Customers List in ServiceBox
## This article outlines how to properly export and import a customer list in ServiceBox, including tips for formatting your Excel sheet to avoid errors during the import process.
### How to Import a Customer List into ServiceBox
Importing a customer list into ServiceBox can streamline your operations by consolidating client data into one centralized system. If you're running into challenges with the import, this step-by-step guide will help you complete the process smoothly.
Step 1: Export the Template File
1. Log into your **ServiceBox** account.
2. In the left-hand menu, click **Customers**.
3. On the Customer page, click the **EXPORT** button at the top.
This will download an Excel template titled **"ServiceBox Customers Workbook."**
If the file opens in **Protected View**, click **Enable Editing** to begin.
[ ](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111309700/original/obeqfosa3SRTAmospXIMKYEvOWcuFLnYbQ.png?1686240075)
### Step 2: Fill In Customer Information
Use the exported Excel sheet to enter or update customer data. Follow these formatting guidelines to avoid errors:
- **ID**: System-generated — **do not change this field**.
- **Individual Customers**: Fill in **First Name** and **Last Name**.
- **Company Customers**: Fill in **Company Name** (leave First and Last Name blank).
- **Phone/Mobile Number**: Must contain only **numeric values**.
- **Country/Province**: You may enter either the full name or the abbreviation (e.g., **Canada** or **CA**).
- **Default Tax Level**: Use the dropdown menu in the cell to select a tax level.
- **Pricebook**: If you're using pricebooks, select one from the dropdown based on what's configured in your settings.
- **Custom Fields**: For dropdown or multi-select fields, ensure the values match the options configured in your ServiceBox settings.
When done, **save the file in the same format** (Excel Workbook).
### Step 3: Import the File into ServiceBox
1. Return to the **Customers** page in ServiceBox.
2. Click the **IMPORT** button.
3\. Click **Choose File** and select the updated Excel file.
4\. Click **Import**.
A confirmation message will appear in the top right corner under your user name.
You’ll also receive an **email notification** once the import is complete.
### Step 4: Review the Import
After receiving the confirmation email:
- Refresh your **Customers** page in ServiceBox.
- Review the newly imported customer data to ensure accuracy.
### **Need Help?**
If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.
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