Use a CSV file to move customers and scheduled work into Surehand. The import shows a preview before it creates records.
Import access is intended for an organisation administrator or manager. If you cannot see it, ask the person who manages your Surehand account.
Prepare the file
Open the data in a spreadsheet and check that:
- Each row represents the customer or scheduled visit you expect.
- Names, email addresses and phone numbers are in separate useful columns.
- Addresses are complete enough to recognise.
- Dates use one consistent format.
- Recurring work includes a frequency and next scheduled date where possible.
- Prices contain numbers rather than currency symbols mixed with other text.
Keep an untouched copy of the original export.
Instructions for your platform
Choose where you’re using Surehand. We’ll remember your selection for the next guide.
Open the import on the web
- Open Customers.
- Choose Import.
- Choose your source and upload the CSV file.
- Select the correct date format when prompted.
Surehand also provides a template and sample file from the import screen.
Review and import
Before continuing, check the table Surehand extracted from the file. You can correct cells and remove empty rows.
Pay particular attention to:
- Customer names.
- Address lines and postcodes.
- Service names.
- Prices.
- Frequencies such as weekly, fortnightly or every four weeks.
- The next date that work is due.
Surehand validates the proposed records before import. The preview separates work it can create from issues that need attention.
Review service mapping carefully. Matching an imported service to an existing Surehand service prevents near-duplicate service names.
Do not continue until blocking issues are resolved. If the file cannot be imported safely, use the option to send it to Surehand for help.
Choose the import action once the preview is correct. Wait for the completion summary before leaving the page.
Open the import on iPhone or iPad
- On Home, open Getting Started, then choose Import existing data.
- Choose Choose CSV from Files.
- Select the export saved in the Files app.
- Choose the date format used in the file.
- Choose Preview import.
Review and import
Check the summary and every reported issue before continuing. Confirm that names, addresses, prices, frequencies and next dates have been interpreted correctly.
Choose Confirm import when the preview is ready. If the app cannot import the file safely, choose Send this file to Surehand instead. Wait for the completion summary before leaving.
Open the import on Android
- On Home, open Getting Started, then choose Import existing data.
- Choose Choose CSV from Files.
- Select the export from your device.
- Choose the date format used in the file.
- Choose Preview import.
Review and import
Check the summary and every reported issue before continuing. Confirm that names, addresses, prices, frequencies and next dates have been interpreted correctly.
Choose Confirm import when the preview is ready. If the app cannot import the file safely, choose Send this file to Surehand instead. Wait for the completion summary before leaving.
Check the imported work
After the import:
- Open Customers and spot-check several records.
- Open Planner and check upcoming dates.
- Open Rounds if the import included round assignments.
- Check at least one recurring schedule and its price.
Correct a small problem before relying on the imported schedule for the working day.
Moving from another window-cleaning system
Exports vary between providers. Keep the source export and avoid changing column meanings simply to make the file look cleaner. The preview exists to show how Surehand has interpreted it before records are created.