---
title: "Mass Importing Customers via Excel"
url: "https://help.ontraccr.com/en/article/mass-importing-customers-via-excel"
language: "en"
last_updated: "2025-06-08T18:30:57.435Z"
---

# Mass Importing Customers via Excel

## **📥 Mass Importing Customers via Excel**  
 

If you're migrating from another system or managing a large client base, Ontraccr allows you to bulk-import customers using an Excel file. This is a **support-assisted process**, which ensures data integrity and proper formatting.

This article explains how the customer import works and how to prepare your data.

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## **🚀 Overview: Import Options**

You can import customer data into Ontraccr via:

-   ✅ **Support-assisted Excel upload**
-   ❌ There is no self-service upload option in the UI

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## **📂 How It Works (Step-by-Step)**

### 1\. **Request the Template**

-   Contact Ontraccr Support to request the official **customer import template**.
-   The file includes all required and optional columns supported by the platform.

### 2\. **Fill Out the Template**

-   Open the Excel file and fill in the customer data.

| Field Name | Required | Notes |
| --- | --- | --- |
| Name | ✅ | Customer's display name |
| Division | ✅\* | Required if you have more than one |
| Labels | Optional | Comma-separated if multiple |
| Office Email | Optional | Useful for auto-emails in workflows |
| Billing Email | Optional | Use for invoice routing |
| Phone Numbers | Optional | Office, Mobile, Fax |
| Addresses | Optional | Office and/or Billing Address |
| Website / Info | Optional | General info fields |
| Material Discount | Optional | % value only (e.g., 10 for 10%) |
| Billing Rate | Optional | Must match an existing rate name |

-   ❗ **Do not add or rename columns** in the file.
-   If you're unsure about a field’s format, ask Support for a sample entry.

### 3\. **Submit to Support**

-   Email the completed file to your Ontraccr Support contact or upload it through the support portal (if available).

### 4\. **Confirmation**

-   Once the import is complete, Support will notify you.
-   You’ll see the new customers appear in your **Contacts > Customers** tab.

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## **⚠️ Tips & Edge Cases**

-   **Divisions** must exactly match existing division names if you’re using multiple.
-   **Billing rates** must already be set up under `Settings > Time Tracking > Rates`.
-   **Material discounts** should be numeric only (no `%` sign).
-   You can leave optional fields blank if the info isn’t available.

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## **💡 Use Cases**

-   Migrating from legacy systems or spreadsheets
-   Onboarding hundreds of existing clients quickly
-   Consolidating customer data after a merger or department shift

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