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Importing/Exporting Customers in ServiceBox - FAQ

ServiceBox provides a simple process for exporting and importing your customer list using an Excel file.

Introduction


ServiceBox now allows you to export and import customer data directly from the Customer page. This feature streamlines customer management by letting you update or add customers in bulk via Excel, similar to the existing import/export functionality for Inventory and Quote Items.

 

Exporting Customers

  1. Log into ServiceBox and click on the Customers tab in the left-hand menu.

  2. At the top of the Customer page, click Export.

  3. ServiceBox will generate an Excel file titled ServiceBox Customer Workbook.

    • If prompted, click Enable Editing to work on the file.

The exported file contains data similar to what's visible on the Customer Info tab in ServiceBox.

 

Updating and Adding Customer Information

Fill in or update the customer details directly in the Excel file. Below are key formatting requirements:

  • Individual Customers: Fill in First Name and Last Name. Leave Company Name blank.

  • Company Customers: Fill in Company Name. Leave First Name and Last Name blank.

  • Phone/Mobile Numbers: Use numeric values only.

  • Office Country/Province: You can enter either the full name (e.g., Alberta) or the acronym (e.g., AB).

  • Default Tax Level: Use the dropdown menu in the Excel cell to select.

  • Pricebook: If the customer uses a Pricebook, select one from the dropdown list (must be set in your ServiceBox settings).

  • Custom Fields: Fields like restricted dropdowns or multi-selects must be predefined in ServiceBox. They will appear in the Excel file accordingly.

  • Display Name: This is a required field for importing.

 

Importing Customers

Once your Excel file is complete:

  1. Return to the Customer page in ServiceBox.

  2. Click Import.

  3. Click Choose File and select your edited workbook.

  4. Click Import to upload your updated customer list.

You will see a confirmation message under your username when the import begins. After completion, refresh the Customer page to see the changes reflected.

Need Help?
If you have questions or run into issues while importing customer data, contact our support team at support@jobboxsoft.com.