How to Manually Import Customers and Sites

You are able to import customers as well as site customers in Ascora. This is helpful if you have customers with multiple sites which means that your technicians could be assigned to any of the sites that belong to a particular customer which is also the main billing customer.

For example, Company ABC may have five sites in total (sites 1, 2, 3, 4 , 5) and jobs could be assigned to any or all of these sites.

Two ways to Import Customers

There are two ways to import Customers in Ascora and one of them is done by accessing Customers menu then select Import/Export → Import.

Note: When you choose to import this way, it is important to use the standard Ascora Import Template which you can also download from the same screen by clicking Download Import Template.

Another way to import Customers is by going to the Import menu and you only need to choose this option if you are using a different import file format or if you're import file has custom fields. 

1. Go to Customers → Import/Export→ Download Import Template.

2. Open the import template and enter the customer details in all columns and skip the ones not applicable.

If you have another file containing these information, make sure to transfer them into the Ascora import template and make sure to enter the data in the correct column.

3. Once your customer import file is complete save the file and go back to Customers→ Import/Export → but this time, click on Import.

Importing Sites

Once you've already imported your customers, you can now import sites by following the steps below. 

1. Go to Customers → Import/Export→ Download Import Template.

2. Open the import template and enter the site details in all columns and skip the ones not applicable.

In column E, enter the Billing Customer for each sites. In this example, we are adding site 1, site 2, site 3, site 4, and site 5 under the customer called Customer ABC.

Note: You may also put the line address 1 in column B which belongs to the site details to easily identify the sites. In our example below, column B contains the line address 1 of the sites.

3. After adding all details,  save your customer import template and go back to Customers→ Import/Export → but this time, click on Import.

4. After importing site details, you can go to Customers tab and display the details and navigate to Sites tab.

In this example, Customer ABC has now five sites added as we've imported earlier.