How to import materials and clients

This lesson will show you how to import materials and clients into your account using a CSV. If you have connected with MYOB or Xero skip this step as materials and clients are automatically synced.

Click Settings

Click Materials & Services

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Click Bulk Import

This brings you to the Materials & Services bulk import wizard

Download the Excel template

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Replace the headings in your current material database CSV with the titles from the template

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Save the file and go back to ServiceM8

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Click choose file and select the edited CSV and click next.

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Check the fields are correctly linked

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Click Next

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ServiceM8 will process the CSV, click Next once it's finished

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The materials should import successfully

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Now click Clients

Click Bulk Import and repeat the steps that you used to import Materials & Services.