Getting started

Bring your customers and price list across

Import customers and your catalogue from a spreadsheet or your old software, with a preview before anything is saved.

Both imports work the same way: upload a CSV file, match its columns, check the preview, then confirm. Nothing is saved until you click the import button.

Getting a CSV file

• From Excel: File, Save As, and choose CSV UTF-8 or CSV (Comma delimited).
• From Google Sheets: File, Download, Comma-separated values.
• From other job software: look for Export customers (or clients, or contacts) and choose CSV.

The first row must be column headings. Files can be up to 5 MB and 5,000 rows; split bigger lists.

Customers

1. Open Customers and click Import.
2. Not sure of the layout? Click Download a template with example rows.
3. Choose your file under CSV file and click Check file.
4. Match your columns: each column in your file is listed with a few example values and what it will be imported as. WireFlow matches the headings it recognises (such as *Telephone*, *Address*, *City* and *Postal code*); choose the rest yourself, or Don't import. Click Check import.
5. The preview marks each row New, Duplicate? or Error, with the reason. Change columns takes you back a step.
6. Click Import to add the new customers.

Only a name is required (or first name and surname). If you're starting from scratch, the template's columns are:

name, type, email, phone, mobile, address_line1, address_line2, town, county, postcode, source, notes,
contact_name, contact_role, contact_phone, contact_email,
site_name, site_address_line1, site_address_line2, site_town, site_county, site_postcode, access_notes

• type is domestic, commercial or landlord. Left blank, it's domestic.
• The customer's address becomes their first site. If the work is somewhere else (a letting agent's property, say), fill in the site_ columns instead.
• Fill in contact_name to add a main contact, such as a property manager.

Duplicates

A row is flagged Duplicate? when it has the same email, the same phone number, or the same name and postcode as a customer you already have, or as an earlier row in the same file. Duplicates are skipped unless you tick Add the possible duplicates as well. Click a customer's name in the preview to check them first.

Your price list

1. Open Catalogue, then the Import & export tab.
2. Choose your file and pick the options:
   • Update items that are already in the catalogue: items are matched by part number, then by exact name
   • Create any categories and suppliers that don't exist yet
3. Click Check file, match the columns (as for customers), click Check import, look over the preview (new, updated, unchanged, errors), then click Import.

Only a name or part number is required. The template has these columns:

part_number, name, description, type, category, supplier, supplier_code, manufacturer,
unit, cost_price, markup_percent, sell_price, vat_rate, favourite, active

Give a markup_percent to price from cost, or a sell_price for a fixed price. Headings from wholesaler price files such as *SKU*, *Trade price* and *Brand* are recognised too.