Import Customers

Bringing Your Existing Records Into KeyBolt

If you have customer data in a spreadsheet, another CRM, or even exported from your phone contacts, you can import it into KeyBolt in bulk using a CSV file. This saves you from manually re-entering hundreds of customer records.

Preparing Your CSV File

Before importing, make sure your data is in the right format. KeyBolt accepts CSV (comma-separated values) files with the following columns:

• name (required) — customer's full name or business name.
• phone — phone number in any format. KeyBolt will normalize it (e.g., "(555) 123-4567" and "5551234567" both work).
• email — email address.
• address — full street address.
• key_codes (optional) — if you have key codes, separate multiple codes with a semicolon (e.g., "SC1-3456;KW1-7890").
• notes (optional) — any notes about the customer.

Download the Template

To make formatting easy, download KeyBolt's template CSV first:

1. Go to Settings > Import/Export.
2. Tap "Download Template CSV".
3. Open the file in Excel, Google Sheets, or any spreadsheet app.
4. Fill in your customer data following the column headers.
5. Save as CSV when done.

Importing

1. Go to Settings > Import/Export > Import Customers.
2. Tap "Upload CSV" and select your file.
3. KeyBolt parses the file and shows you a preview of the records that will be imported. Review this carefully:
   • Green rows are new customers that will be created.
   • Yellow rows are potential duplicates — flagged because the phone number matches an existing customer. You can choose to skip or merge these.
   • Red rows have errors (e.g., missing name field) and will be skipped.
4. Tap "Confirm Import" to create the records.

Duplicate Detection

KeyBolt detects duplicates by matching phone numbers. If an imported record has the same phone number as an existing customer, it's flagged as a potential duplicate. You can:

• Skip — don't import the duplicate record.
• Merge — update the existing customer with any new information from the import (e.g., add an email that was missing).
• Create anyway — import as a separate record (not recommended, but available if the same phone number legitimately belongs to two different customers).

After Import

Imported customers appear in your customer list immediately. They're fully functional — you can create jobs for them, send invoices, and add locksmith-specific data (key codes, bitting, vehicles) to their profiles at any time.