To upload a list of customers, please use the attached template. This format is required for successful upload into the system.
Enter your customer information following the provided column headers.
Leave Column A (Company) blank unless you already know your company ID with us.
Do not use any special characters or parentheses (e.g.,
#,&,",@(except in the email field),(,),/,\, etc.) in any fields, as this may prevent the file from uploading correctly.If applicable, use the numerical value for the maintenance month (e.g., January = 1, February = 2, etc.).
Once completed, save the file and send it back for processing.
Example of a Properly Formatted Row
Company | Customer Name | Address | City | State | ZIP | Phone | |
(leave blank) | John Smith | 123 Main St | Orlando | FL | 32801 | 407-555-1234 |