Add customers and import your list

Add one customer

1. 1Step 1: Open Customers, or choose Create and then New customer.
2. 2Step 2: Open Add a customer.
3. 3Step 3: Fill in Customer name and a Phone or Email. You need at least one of the two.
4. 4Step 4: Pick a Customer type and, if you like, How did they find your business?
5. 5Step 5: Tap Save customer.
6. 6Step 6: Use Open saved customer, Add request for this customer or Add another customer to keep going.

• Tip: If Relay spots a likely match you will see Possible existing customer. Check Create a new customer anyway only if it really is someone new.

Export from your old tool

Relay imports a CSV file. There is no direct link to Jobber, Housecall Pro or ServiceTitan.

1. 1Step 1: On Customers, open Import customers.
2. 2Step 2: Under Coming from another tool?, pick Jobber, Housecall Pro, ServiceTitan or Other CSV.
3. 3Step 3: Follow the How to export steps shown for that tool. For Jobber: open Clients, choose More Actions, then Export Clients, and pick CSV.
4. 4Step 4: If your tool gives you an Excel file, open it and save it as CSV first.

Import the file

1. 1Step 1: Use Choose customer CSV. Files can be up to 1 MB and 500 customers.
2. 2Step 2: Check the column matches. Pick Other CSV if you want to match columns yourself.
3. 3Step 3: Look over First rows as they will be saved.
4. 4Step 4: Tap Check duplicates.
5. 5Step 5: Under When a row matches an existing customer, choose Skip this customer, Update the existing customer or Create a separate customer.
6. 6Step 6: Tap Import customers and read the Import summary.

• Tip: Use Download template if you are building a file by hand.
• Tip: Rows that fail can be downloaded, fixed and imported again.