We will import your customers for you. You can email a file with your customer list to support@pool-e.com
While Excel is the most preferrable method, we can work with CSV, PDF, DOC or any other delimited file type.
Imports are typically completed within 24 hours. The average processing time is around 4 hours.
We can import the following items for you:
- Customers
- Techs
- Service History
- Products and Services
- Invoice History