Save time by importing your customer list from a spreadsheet instead of adding contacts one by one. MobileBiz Pro reads standard CSV files and lets you map your columns to the right fields.
What You'll Need
Before you start: Your customer data saved as a
.csvor.txtfile with column headers in the first row. Place the file on your device (in the MobileBiz CSV imports folder) or in your Dropbox account.
Steps
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Open the side menu and tap Manage Data.
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Tap Import CSV.
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Tap the record type button and select Import customers.
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Tap the file button and choose where your CSV is stored. Tap Sdcard to browse your device, or Dropbox to pick a file from your Dropbox account. Then select your file.
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Choose how to handle the data:
- Add or Update — adds new customers and updates existing ones that match.
- Add — only adds new customers; skips any that already exist.
- Update — only updates existing customers; skips new ones.
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Tap Map Fields. Assign each MobileBiz field to the matching column in your CSV. Tap Auto Map to let the app match columns automatically — works best when your headers use standard names like NAME, EMAIL, or PHONE.
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Tap Done when your mapping looks correct.
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Tap Import One to test with the first row of your file. If the result looks right, tap Import All to bring in the rest.
Good to Know
- Fields left as "Not mapped" are simply skipped — no data is lost from your CSV file.
- If you chose Add or Update or Update, you'll also be asked to pick an ID column so the app knows which existing customers to match against.
- Customer fields you can map include: Name, Email, Phone, Address, City, State, Country, Zip, Terms, and Tax Code.
- Always test with Import One first — it's quick to adjust your mapping before committing to a full import.
- Need to build a CSV from scratch? Export your current customers first to use as a template. See How to Export Data to CSV.
Still stuck? Contact Support for help.