Import your clients and systems from a spreadsheet

You can bring clients (with their sites) and systems into AquaOps from a CSV file instead of typing them in. Open Import in the menu (under Records in the admin area) and follow the four steps. You need permission to import; owners have it.

Before you start

1. Save your spreadsheet as a CSV file (in Excel or Google Sheets, choose “Save as CSV”).
2. One row per client (or per system). Keep the header row.
3. Every client needs an email address and a phone number. Phone numbers are stored in international format, and Nigerian numbers such as 0801 234 5678 are understood.
4. Other columns depend on your company’s settings: client types, system types and custom fields are yours to define, and the import lists them for you.

The four steps

1. File: choose the CSV and say whether it holds clients or systems.
2. Match columns: tell AquaOps which of your columns is the name, email, phone and so on. You can use the template the screen offers.
3. Check: AquaOps reads every row with the real rules and shows the problems (bad phone numbers, missing emails). Nothing has been created yet. Download the list of problems as a file, fix the spreadsheet and check again.
4. Import: the rows are created in batches. Existing records are skipped, never overwritten, and a repeat run does not make anything twice.

Good to know

• An import never emails anyone. If you want to invite the clients to the customer portal, choose that on purpose (a limit of 200 applies).
• Clients and their sites come in together; import systems after the clients exist.
• The import is quick to repeat: fix, check, import again.

Next: create a maintenance plan for the systems you imported.