Skip to content
TrurepTrurep

Customers / Help guide

Import customers, products, or historical sales

Upload a CSV or Excel file and review the field mapping before importing.

1 min readPublished 18 October 2026

Import safely

  1. Open Import Data in the web dashboard and choose the record type.
  2. Prepare a .csv or .xlsx file, then upload it for preview.
  3. Map each required field to a column and review sample rows and branch destination.
  4. Start the import and check its progress and any row errors.
  • Import customers before historical sales; a sale needs to match an existing customer reference.
  • Historical sales imports record value, not product quantities.
  • Products can be shared across branches, while customer and team records must use the correct branch.

Keep exploring

Related guides

Browse the help center

Add and edit products in the mobile app

Use Menu → Products or Sales catalog to add items, change prices, and check mobile sync status.

Read guide

Add customers and their site locations

Prepare the customer records agents need for assigned visits and sales.

Read guide

Plan and complete customer follow-ups

Track a next call, visit, quote, or other customer action without treating it as a sale.

Read guide