You Don't Have to Start from Zero

One of the biggest fears when switching to a new repair management system is losing your customer history. "I have 500 customers in my spreadsheet. Am I going to have to type them all in again?"

The answer is no. RepairCoreX's customer import feature lets you upload your existing customer list from an Excel or CSV file in minutes. Here's exactly how to do it.

Step 1: Prepare Your Customer Data File

Your customer data needs to be in an Excel (.xlsx) or CSV file. Most spreadsheet programs (Excel, Google Sheets, LibreOffice) can export to these formats.

Your file should have one customer per row, with columns for each piece of information. The column names don't need to match RepairCoreX exactly — you'll do field mapping in the next step.

Typical columns to include:

First Name

Last Name

Company Name (for business customers)

Phone Number

Alternate Phone

Address

City

Notes

If your data is in Google Sheets: 1. File → Download → Microsoft Excel (.xlsx) 2. Use this downloaded file for your import

Step 2: Open the Import Drawer

In RepairCoreX, go to Customers → Import (the Upload button at the top right of the Customers page).

Click Import, and the import wizard opens.

Step 3: Upload Your File

Drag and drop your Excel or CSV file onto the upload area, or click to browse and select it. RepairCoreX reads the file and shows you a preview of the columns it found.

Maximum file size is 10MB. Maximum rows per import is 5,000.

If your customer list is larger than 5,000 rows, split it into multiple files and import one at a time.

Step 4: Map Your Columns to RepairCoreX Fields

This is the key step. RepairCoreX shows you each column in your file and asks which RepairCoreX field it corresponds to.

If your column is called "Mobile Number," map it to "Phone." If your column is called "First Name," map it to "First Name." The system often detects common column names automatically.

You can skip columns that don't have a corresponding RepairCoreX field (like an old internal ID or notes from another system that you don't need).

Step 5: Preview and Confirm

Before the import runs, RepairCoreX shows you a summary of what will be imported. It checks for:

Duplicates: Customers with the same email or phone number that already exist in your account — these are skipped

Invalid rows: Rows with no name and no contact information — these are also skipped with an explanation

Review the preview. If everything looks correct, click Import.

Step 6: Review the Results

After the import completes, you'll see a results summary:

How many customers were successfully imported

How many were skipped as duplicates

How many were skipped due to missing information

Any specific errors for individual rows

Your imported customers are now in RepairCoreX and ready to be used when creating new tickets.

After the Import: Check Key Customers

After importing, spot-check 10–20 customers from your original list to confirm everything imported correctly. Look for:

Names spelled correctly

Phone numbers in the right format

Notes transferred correctly

If you notice anything wrong with a batch of records, you can edit individual customers directly in RepairCoreX, or re-run the import with a corrected file (duplicates from the first import are automatically skipped).

Getting Help With Large or Complex Imports

If your customer data is in a format that's harder to convert (old database export, proprietary software format, etc.), RepairCoreX support can help. Contact us at support@repaircorex.com with your file and we'll help you get it into the right format for import.

Customer data migration doesn't have to be painful. Most shops are fully imported and running in under an hour.

How to Import Your Existing Customer List into RepairCoreX