Importing Customers from CSV

CSV import is available on the Growth and Pro plans.

Import a file

1. Open Customers.
2. Click Choose file and pick your CSV.
3. Click Import CSV.

Recurr tells you how many customers were imported and lists any rows it skipped, with the reason.

File format

The first row must be a header row with these column names.

Column	Required	Format
first_name	Yes	Text
last_name	No	Text
phone	Phone or email	US phone number
email	Phone or email	Email address
street	No	Text
city	No	Text
state	No	Text
service	No	Must exactly match one of your active services. Left blank, it uses your first service.
last_cleaning_date	Yes	YYYY-MM-DD, for example 2026-03-15
consent_email	No	true, yes, y or 1 turns it on. Anything else means no.
consent_sms	No	Same as above. Needs a phone number.

last_cleaning_date is the date of the customer's last service, whatever the service is.

Example

first_name,last_name,phone,email,service,last_cleaning_date,consent_email,consent_sms
Jane,Doe,(555) 555-0123,jane@example.com,Dryer Vent Cleaning,2026-03-15,yes,no
Sam,Lee,,sam@example.com,,2025-11-02,yes,no

Limits and rules

• The file can be up to 5 MB and 5,000 rows.
• You need at least one active service before importing.
• Rows whose phone or email matches an existing customer are skipped.
• Rows that repeat a phone or email from earlier in the same file are skipped.
• If the new customers would go over your plan's customer limit, nothing is imported. Remove some rows or upgrade first.

Row numbers in the error list count the header as row 1, so they match what you see in a spreadsheet.