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CSV import

Export the spreadsheet you already keep (Excel, Google Sheets, another app) as a CSV and drop it in at Clients → Import CSV.

1. Map your columns to ours — whatever you called them (name, address, ZIP, phone, email, client type, service day, how often, and notes such as a gate code). Columns you do not map — City, State — are ignored, not lost.
2. Preview exactly what will be created before anything is written: each client gets a standing service on the day its zone runs (or the file's day), weekly or every other week as the file says. A monthly or one-time row comes in as a client without a standing service, and the preview says so — add that service from the client's file.
3. Duplicates are caught before they land: a client that already exists is flagged rather than created twice.
4. Import. Day one starts with your real clients in it.

Tips: one row per property if a client has several addresses (they can be merged into one file afterwards); keep ZIP codes as text so leading zeros survive; the address is what puts a client on the right zone, so make sure it is complete.

A connected AI assistant can import the whole file for you — up to 1,000 rows, with how often each house is served and the gate codes — and shows you the same preview first (how). If the file is large or the columns are unusual, you can also send it to [email protected] — importing your book is part of setup and we do it with you.