Data import
Bring your existing customers into WRMS Pro from a spreadsheet or contacts file, or move over from Invoice Ninja or LubeLog.
You do not have to type your customer list in by hand. WRMS Pro can read a customer file, spot people you already have, and let you decide what to do with each one.
What you can import
| Source | What comes in | Where |
|---|---|---|
| CSV, TSV or TXT file (for example exported from a spreadsheet) | Customers: name, email, phone, company, address | Customers → Import |
| vCard (.vcf) contacts file | Customers | Customers → Import |
| Invoice Ninja export (.zip) | Customers, products (as inventory), invoices (as work orders with parts and labour), documents and payments. Added alongside your data. | Settings → Data |
| LubeLog backup (.zip) | Vehicles, service records with attachments, and notes. Added alongside your data. | Settings → Data |
| A WRMS Pro backup | Everything in the backup — replaces your current data | Settings → Data — see Data management |
Vehicles, stock and job history cannot be imported from a spreadsheet. Add vehicles as customers come in, or ask WRMS Pro support about moving larger histories.
Import customers from a file
Prepare the file
Put one customer per row with a header row. Use clear column names such as Name, Email, Phone, Company and Address. Every customer needs a name.
Upload it
Open Customers, select Import, then drag the file in or choose Browse Files. WRMS Pro shows how many customers it found and previews the columns.
Deal with duplicates
WRMS Pro checks for customers you already have. For each match, choose:
- Skip — leave the existing customer alone and ignore the row;
- Merge — update the existing customer from the file;
- New — create a separate customer anyway.
Use Skip All or Merge All to decide for every duplicate at once.
Import
Select Import to finish. The summary shows how many customers were created, merged and skipped.
Moving from Invoice Ninja or LubeLog
Both importers add records alongside what you already have; nothing is deleted. Files up to 200 MB are supported.
Tip
Before importing everything, import a small file first and check a handful of records to make sure the fields came across the way you expect.
Who can import
Importing customers needs permission to create customers. Settings imports need Settings → Edit.
Troubleshooting
See Import problems.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.