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Importing your data

Bring your clients and items over from a spreadsheet or another app.

You can import clients and items from a CSV file, the format every spreadsheet and most business apps can export.

Clients

  1. Export your clients from your old app or spreadsheet as a CSV file. Exports from Jobber, QuickBooks, Square and Google Contacts work as they are.
  2. In Gettled, go to Clients and choose Import CSV.
  3. Choose your file. Gettled matches the columns (name, email, phone, address) and shows a preview.
  4. Check the preview. Rows that can't be imported are listed with the reason, so you can fix them.
  5. Import. You can bring in up to 2,000 clients at a time.
Try it free

Items

  1. Go to Items and choose Import CSV.
  2. Use columns for the name, description, unit, price and (optionally) cost, or download the template and fill it in.
  3. Check the preview and import. Up to 2,000 items at a time.
Try it free

Not sure your file will work? Download the template from the import page and copy your data into it.

Get your next job quoted, done and paid.

Try every feature free for 30 days. Cancel any time.

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