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


Click Bulk Import

This brings you to the Materials & Services bulk import wizard

Download the Excel template


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


Save the file and go back to ServiceM8


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


Check the fields are correctly linked


Click Next


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


The materials should import successfully


Now click Clients

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

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