PSA Data Import guide
Import RepairShopr customers: CSV preparation and validation
Import RepairShopr customers with the native CSV template. Prepare required fields, custom fields and a validation sample before uploading.
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Use the native customer CSV importer
RepairShopr’s standalone Importing Customers guide provides a customer workflow independent of site transfers. Open More > Admin > Customers - Customer Import and download Complete CSV.
Prepare identifiers and custom fields
Keep headers unchanged and supply at least two of business_name, firstname, lastname, email and phone on each row. Check required fields under Customers - Preferences. Create customer custom fields first; the custom_fields column uses semicolon-separated field:value pairs. A test customer export provides a useful format example. Save the file as UTF-8 CSV.
Review the import results
Upload the file from Customer Import. Watch Import Results under Admin > Reports and inspect the completion email. Correct validation errors before submitting another batch. If your customers already exist in QuickBooks or Xero, the vendor recommends the accounting integration’s import workflow to preserve those links.
Validate a pilot before expanding scope
Use customers with duplicate names, international phone numbers and custom fields in your sample. Compare source and destination identity, contacts and accounting relationships. Keep the source export and record which rows were accepted or failed.
This guide establishes customer import. Obtain a separately documented destination procedure before preparing historical tickets, files or invoices; retain those in your RepairShopr source archive while defining the project.
Continue with PSA Data Import, PSA Migration and the RepairShopr guide hub.
Keep source history within reach
Keep your original source history within reach while preparing destination data. Join the waitlist for invitation-only BackupPSA access.