> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to import Materials and Clients

> Learn how to import Materials and Clients in ServiceM8.

<iframe src="//fast.wistia.com/embed/iframe/beio0p4c4a" width="100%" height="400" frameBorder="0" allowFullScreen />

This article will show you how to import materials and clients into your account using a CSV spreadsheet. You may not need to do this task if you have connected your ServiceM8 account to Xero, QuickBooks Online, or MYOB, as your items & clients are automatically imported from your accounting software as part of the connection process.

# How to Import Materials/Items

Go to Account > Materials & Services

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-10901466112655.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=7966c3a21da8655b5aeeab0e5a39e8cf" alt="Screenshot 2024-10-04 at 4.45.26 pm.png" width="826" height="526" data-path="images/zendesk-10901466112655.png" />

## In the top-right corner, click 'Bulk Import'

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-10901466114063.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=ff1eda98cc9c0970cd7a5af54bd1d43a" alt="Screenshot 2024-10-04 at 4.45.35 pm.png" width="678" height="352" data-path="images/zendesk-10901466114063.png" />

## Download and open the import spreadsheet template

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-10901466115471.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=3b514b99ef037cba72e4b650bb30eb65" alt="Screenshot 2024-10-04 at 4.51.49 pm.png" width="763" height="546" data-path="images/zendesk-10901466115471.png" />

Replace the column headings in your materials/items spreadsheet with the headings from the template

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-4970697393679.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=cfbb24591b166d3c63d71c581eaaf39d" alt="4.png" width="1200" height="387" data-path="images/zendesk-4970697393679.png" />

## Save the file, go back to ServiceM8, upload your file and click 'Next'

## Check that your file's data has been mapped to the correct Material Fields, then click 'Next'

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-4970670953871.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=b52dd37eef482dca48ffd0a48156349a" alt="6.png" width="1200" height="630" data-path="images/zendesk-4970670953871.png" />

ServiceM8 will validate the file. Once it's finished, click 'Next' to import

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-4970671005199.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=d42a7f6e6c8b39785e740d8bfffd927f" alt="8.png" width="1200" height="630" data-path="images/zendesk-4970671005199.png" />

## The materials/items will be imported

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-4970697552399.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=84a0a329b8b0c2b8a1355e1343870ae9" alt="9.png" width="1200" height="630" data-path="images/zendesk-4970697552399.png" />

## Once finished, you can search and add imported materials/items in a job card

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-4970697564943.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=12e7201bfa291e31a8aa23f5b327c0de" alt="10.png" width="1200" height="630" data-path="images/zendesk-4970697564943.png" />

# How to Import Clients

## Go to Clients, then click 'Bulk Import'

<img src="https://mintcdn.com/servicem8/98lELHpLz7C_W2DI/images/zendesk-10901466115855.png?fit=max&auto=format&n=98lELHpLz7C_W2DI&q=85&s=43b020ad6b09ddb4557304ee3a052b76" alt="Screenshot 2024-10-04 at 4.44.54 pm.png" width="860" height="517" data-path="images/zendesk-10901466115855.png" />

## Follow the same steps (above) as bulk importing Materials & Services.
