Importing clients from CSV

Migrating from a spreadsheet or another CRM? Upload your client list once and Mowzey creates them all in one go.

If you are coming from a spreadsheet, QuickBooks, or another lawn care CRM, you probably have your whole customer list in a file already. The CSV import tool reads that file, lets you match columns to Mowzey fields, checks for duplicates, and bulk-creates everything in one shot. Walk through this guide once and you can import hundreds of customers in a few minutes.

Where the import tool lives

CSV import is available from two places:

  • Customers page. Click the Import button next to New Customer at the top of the list. This is the right entry point for self-serve imports.
  • Platform Admin. Mowzey support staff use the Platform Admin import tool for assisted migrations (for example, if you have a messy file and want a human to clean it up first). Email support@mowzey.com if you want this kind of help.

Step 1: Download the template

1
Click Import on the Customers page.
2
In the dialog that opens, click Download template CSV. You get a file with all the columns Mowzey understands, in the right order, with example rows you can replace.
3
Open the template in Excel, Google Sheets, or Numbers. The columns you should fill in for every row are name, email, phone, and billing_address. The rest (tags, notes, service address, lot size, and so on) are optional.

Pro tip

Already have your data in a different shape? You do not have to use the template at all. Mowzey can map any column names during the upload step, as long as you have a name column for each row.

Step 2: Upload and map your columns

Drag your CSV onto the upload area, or click to browse for it. Mowzey reads the first row as your headers and shows a preview of the first ten rows below.

On the right, you will see a column-mapping panel. Each column from your file gets a dropdown where you pick the Mowzey field it maps to. Common mappings:

  • "Customer Name" or "Full Name" → Name
  • "Email Address" or "E-mail" → Email
  • "Cell" or "Mobile" → Phone
  • "Address 1" + "City" + "State" + "Zip" → Billing address (Mowzey concatenates them)
  • "Service Address" → Property address
  • "Tags" or "Group" → Tags (comma-separated)

Any column you do not need (legacy IDs, internal notes you do not want imported) can be set to Skip this column.

Step 3: Handle duplicates

Before the import runs, Mowzey checks every row against your existing customers. It matches on email first, then phone, then name + billing address. For each match, you pick one of three actions:

  • Skip. Leave the existing customer alone. The new row is discarded. Safest default.
  • Merge. Fill in any empty fields on the existing customer with values from the CSV. Will not overwrite anything that is already set.
  • Create new anyway. Force a new customer record even though a likely duplicate exists. Use this for true edge cases (two customers genuinely have the same name).

You can set a bulk default (for example, "skip all duplicates") and override individual rows. Most imports use bulk-skip and only flag the handful that need merging.

Step 4: Fix validation errors

Mowzey highlights rows that cannot be imported as-is. The most common issues:

  • Missing name. Name is the only truly required field. Rows without one get flagged.
  • Malformed email. Emails missing the @ sign or with extra spaces. Fix in the spreadsheet and re-upload, or clear the email and import the row without one.
  • Unrecognized address. The address could not be matched in the autocomplete database. You can still import the row; Mowzey just will not validate the service address for routing. Fix it later on the customer profile.

Heads up

You can choose to import only the clean rows and skip the errors, or fix the errors in your spreadsheet and re-upload the whole file. Errored rows are never silently dropped.

After the import finishes

You get a summary screen: how many customers were created, merged, skipped, and how many rows failed. Click Go to Customers to see the new records already in your list.

From there, the typical follow-ups are:

  1. Tag the imported batch (for example, "Migrated from QuickBooks Jan 2026") so you can find them later.
  2. Send the whole batch invite links to collect cards on file. There is a bulk action for this on the Customers page.
  3. Assign services and schedule first jobs for each customer.