How to import your existing customer list (CSV)

Bring your existing customers into Autopilot in one go, so you can send them reminders, offers and review requests.

Before you start #

You need to be an Admin on your Autopilot account.
Save your list as a CSV file (Excel and Google Sheets can both do this with “Save as” or “Download”). Keep it to one sheet and under 30 MB.
The first row must be headings, for example First Name, Last Name, Phone, Email.
Every row needs at least a name, a phone number or an email.
If you want to bring in extra details that Autopilot does not have a field for, create custom fields first.

Contacts → Import

Click Contacts, then Import at the top right.
Choose what to import

Choose Contacts. You can also choose Contacts and Opportunities if your list includes jobs in progress. Click Next.
Upload your file

Upload your CSV and choose whether to add new contacts, update existing ones, or both.
Match your columns

Match each column in your file to a field in Autopilot. Leave columns unmatched if you do not need them.
Choose your options

Add a tag, such as “Imported customers”, so you can find this group later. You can also create a Smart List for them.
Confirm and start

Check the summary, confirm you have permission to contact these people, and start the import.

You can follow the import in Contacts → Bulk Actions. Big lists can take a few minutes.
Remove duplicate rows from your file first. Existing contacts are matched by email or phone.
Format phone numbers with +44 where you can.
Try a small file with a few rows first, then import the rest.

If some rows did not import, open the import in Bulk Actions and download the error list. Fix those rows and import them again.