Customers are the heartbeat of your company, and they'll be needed before creating work orders, estimates, sales orders, and almost anything else.

Now that your account has been cleared of all sample data, it's time to add your list of customers.

Note: If you plan to connect MobiWork with your accounting software, like QuickBooks or Sage, we recommend initially importing your customers from your accounting software into MobiWork. This will be the easiest way to populate your list of customers and will automatically link them in both accounts. If you haven't connected the software yet, navigate to Connect With An Existing Software Solution for instructions.

Overview Video

Step by Step

1. At the top of your screen, navigate to the Customers menu option:




2. At the top right, click the More Actions button, then choose "Import Customers from QuickBooks" (or the name of your connected Accounting Software):




3. You'll be shown a list of customers found in your accounting software. For a list of all fields that will be imported, choose "Click for Details" on the right side of each record:







4. Using the checkboxes, select the customers you wish to import or use the Select All option. Once all necessary records have been selected, click Submit.

• IMPORTANT: Only click the Submit button one time. Clicking more than once may result in duplicate entries:




5. You should now see a "Confirm Results" page showing you the results of your import.

1. You'll see an overall recap of the import at the top (showing how many customers were created, skipped, etc.), along with a breakdown of each entry's results on the bottom.
2. If only some of your imported records are shown, use the page navigation buttons on the lower right of the records to move to other pages or records:

Overview Video

Step by Step

1. At the top of your screen, navigate to the Customers menu option:




2. At the top right, click the More Actions button, then choose Export to Excel:




3. Depending on your browser settings, a download window may appear (if the file downloads without a prompt, skip to Step D). Save the spreadsheet in a folder you'll remember, like Downloads or Documents:




4. Once the spreadsheet has been downloaded, open it.


5. First, clear out the sample data listed in the import template:




6. Then, following the guidelines outlined in red in row 6, add your customers. We recommend expanding or resizing all of the columns in Excel; this action will allow you to see the full column header and verify if an asterisk is present.

• If a field marked with an asterisk is left blank, the import will fail. To ensure a successful import, ensure that the designated field is not empty (e.g., if you do not know a last name, enter TBD [to be determined] or a dash[-]).
• As stated on the import template, headers marked with an asterisk (*) are required:
• The double asterisks (**) on the import template indicate that the specified fields are conditional and should be populated in specific circumstances. For example, the "Business Name" field is only required if the customer is set as a business type.




7. Save the spreadsheet, then return to the MobiWork Customers page.


8. Click the More Actions button and choose the Import from Excel option:




9. Using the Choose File button, find your spreadsheet, attach it, and click Import:




10. Review the list of customers recognized by MobiWork. If everything looks good, click Submit to bring in your list of customers:




• IMPORTANT: Only click the Submit button one time. Clicking more than once may result in duplicate entries.
• The import preview tool will flag any required data that is missing on the import template and prevent the row of data from importing:




11. You should now see a "Confirm Results" page showing you the results of your import.

• You'll see an overall recap of the import at the top (showing how many customers were created, skipped, etc.), along with a breakdown of each entry's results on the bottom.
• If only some of your imported records are shown, use the page navigation buttons on the lower right of the records to move to other pages or records:

By default, your customers will be sorted by the Business Name (residential customers will be sorted by First Name).

It's a good idea to go through a few pages of customers to make sure there are no duplicate entries.

• If you find duplicates, click on the customer and check the information on the Summary, Contacts, and Locations tabs.
• If all customer information matches, it should be safe to delete one entry.
• If each entry contains different information (for instance, two listings for one company, with each one having a different contact person or location), add all company contacts/locations to one customer listing, or modify the customer's name to differentiate the two.
• If you have many duplicated customers, there might have been an issue with the import. Please contact us for further help.

If you have any questions or need further assistance, please let us know. We'd be happy to help!