Importing Customers from CSV
If you have an existing patient list, you can import them all at once using a CSV file instead of adding them one by one.
Steps
- Click Customers in the sidebar.
- Click the Import button.
- Select your CSV file or drag it into the upload area.
- Review the preview to confirm your data looks correct.
- Click Import to create the customer records.
CSV Format
Your CSV file should include the following columns:
| Column | Required | Description |
|---|---|---|
firstName | Yes | Patient's first name. |
lastName | Yes | Patient's last name. |
email | Yes | Must be unique per patient. |
phone | No | Phone number. |
addressLine1 | No | Street address. |
addressLine2 | No | Apartment, suite, etc. |
city | No | City. |
state | No | State or province. |
postalCode | No | ZIP or postal code. |
country | No | 2-letter country code (e.g., US). |
sourceId | No | Your internal patient ID. |
discount | No | Discount percentage override (0–40). |
Example CSV
firstName,lastName,email,phone,city,state,postalCode,country
Jane,Smith,jane.smith@example.com,5551234567,Austin,TX,78701,US
John,Doe,john.doe@example.com,5559876543,Denver,CO,80202,US
caution
Each email address must be unique within your practice. If a row has a duplicate email, it will be skipped during import.
tip
Prepare your CSV in Excel or Google Sheets. Save as CSV (UTF-8) before uploading.