---
title: CSV import — bring your spreadsheet in one file
keywords: csv, import, spreadsheet, excel, migrate, columns, duplicates, bring my clients
---

# 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](/help/agents)).
If the file is large or the columns are unusual, you can also send it to hello@doneonce.app —
importing your book is part of setup and we do it with you.