How to Import Customers
One of the first things you will want to do after signing up for BlazeRoutes is to import your customer list. You will first need to get an export of your customers from your prior software. This can generally be done from a report or the customers page by looking for an option to export to CSV or Excel.
Please see our BlazeRoutes Sample CSV file format. (Google Sheets link)
BlazeRoutes import format is as follows:
| Field Name | Description | Notes / Examples |
|---|---|---|
| ID | Unique identifier per customer | Leave blank to create a new customer record or use a BlazeRoutes ID to update an existing record |
| First Name | Given name | *Required unless Company Name exists |
| Last Name | Surname | |
| Company Name | Used for commercial customers | *Required unless First Name exists |
| Cell Phone | Cell phone | e.g. +14355551234 |
| Email address | e.g. jane@example.com | |
| Balance | Opening balance | e.g. 149.50, no dollar sign ($) required |
| Internal Notes | Notes for internal / office use only | |
| Referral Source | How or where the customer was acquired | e.g. Google Ad, Newspaper, Mailer, etc |
| Status | Current status of the customer account | Options: Prospect, Active, Canceled, Archived |
| Tags | Additional identifying information | e.g. Large, Difficult, Distant, etc |
| Service Address 1 | Service Location address 1 | e.g. 123 North Main Street |
| Service Address 2 | Service Location address 2 | e.g. Apt #23 |
| Service City | Service Location City | St. George |
| Service State | Service Location State | UT |
| Service Zip | Service Location Zip | 84770 |
| Service Country | Service Location Country | US |
| Service Google Place ID | Google Place ID | e.g. 1234abcd |
| Service Latitude | Service Location Latitude | e.g. 37.10838766 |
| Service Longitude | Service Location Longitude | e.g. -113.5809295 |
| Service Access Notes | Service Location Access Notes | e.g. Gate code is 1234 |