Importing Customers

Customer Import Overview

The customer import feature lets you bring your existing customer database into Fixmo from an external file. This is especially useful when migrating from another system or when you need to add many customers at once. The feature supports automatic column mapping, duplicate detection by phone number, and two import modes, Bulk and Guided. Only users with the Admin role can access data import.

How to Import Customers

The import process starts in the Settings area and walks you through file upload, column mapping, and import execution.

1. 1Navigate to Settings > Data Import from the sidebar.
2. 2Click the 'Import Customers' option.
3. 3Upload your file by dragging and dropping it into the upload zone, or click to browse and select a file from your computer.
4. 4Fixmo parses the file and displays the column mapping interface.
5. 5Review the auto-mapped columns, fields matched automatically are marked with a sparkle icon and an 'Auto' badge.
6. 6Adjust any incorrect mappings using the dropdown selectors. Ensure name and phone are mapped (required).
7. 7Choose your import mode: Bulk Import or Guided Import.
8. 8Start the import and review the results.

Supported Customer Fields

Fixmo recognizes seven fields for customer import. Required fields must be mapped before the import can proceed.

• name (required), the customer's full name
• phone (required), the customer's phone number, used for duplicate detection
• email, the customer's email address
• companyName, the company or business name associated with the customer
• address, the customer's street address
• notes, any additional notes about the customer
• hasWhatsapp, whether the customer uses WhatsApp (accepts 'yes' or 'no')

Automatic Column Mapping

When you upload a file, Fixmo reads the column headers and uses fuzzy matching to map them to the correct customer fields. The mapping step shows your file columns on the left and Fixmo field dropdowns on the right.

• Auto-mapped fields are indicated by a sparkle icon and an 'Auto' badge next to the dropdown
• You can manually override any auto-mapped field by selecting a different option from the dropdown
• Required fields (name and phone) must be mapped before the 'Next' button becomes active
• A preview table shows the first 3 rows of your data with the mapped field values
• Unmapped columns are ignored during import, no data is lost, but those fields are not imported

Bulk Import Mode

Bulk Import processes all rows from your file at once. Duplicate rows (matching phone number) are automatically skipped. This is the fastest option when your data is clean and ready to go.

1. 1After mapping columns, click 'Bulk Import'.
2. 2Fixmo validates and imports all rows in a single operation.
3. 3Rows with duplicate phone numbers are skipped automatically.
4. 4The results screen shows the number of customers created, the number skipped as duplicates, and any errors with their row numbers.

Guided Import Mode

Guided Import lets you review each row individually before saving it. This is ideal when your data needs cleanup, has inconsistent formatting, or when you want to verify each customer record before it enters your database.

1. 1After mapping columns, click 'Guided Import'.
2. 2Use the range picker to select which rows to import (from-row and to-row).
3. 3Fixmo displays the first row's data in an editable form with all mapped fields pre-filled.
4. 4Review and edit the fields as needed, fix typos, fill in missing values, or adjust formatting.
5. 5Click 'Save & Next' to save the current customer and move to the next row.
6. 6Click 'Skip' to skip the current row without saving and move to the next.
7. 7A progress counter at the top shows your position (e.g., Row 3 of 50).
8. 8Continue until all rows in your selected range have been processed.

Duplicate Detection

Fixmo checks each imported row's phone number against your existing customer database. If a customer with the same phone number already exists, the row is skipped to prevent duplicates. The import results summary shows how many rows were skipped and why.

Understanding Import Results

After the import completes, Fixmo displays a results summary with three metrics.

• Created, the number of new customer records successfully added to your database
• Skipped, the number of rows skipped due to duplicate phone numbers
• Errors, rows that failed validation, listed with their row number and error message (the first 20 errors are displayed)