Customer imports are how you bulk-create or bulk-update customers from a spreadsheet — useful when you're migrating off an old POS, onboarding a new location, or making a sweeping change like re-tiering your whole contractor book.

In the POS mode, open Customers in the left sidebar. Import customers sits in the top-right action cluster, next to Add customer.

Downloading the template

Rundoo expects an Excel file (.xlsx) that matches the shape of its template. The fastest way to get that shape right is to download Rundoo's template and fill it in — don't hand-roll a CSV from a different system's export.

Click Import customers to open the Upload customers modal, then click Download template file at the bottom-left. A file named customers_template.xlsx downloads with the right header row and dropdown-validated reference tabs.

The workbook has two kinds of sheets:

• Sheet1 — the data sheet. One row per customer, with 45 columns (see below). This is the sheet you fill in.
• Reference sheets — one tab each for the dropdown-validated values Rundoo expects: Pricing Tier, Financing Term, Finance Charge, Primary Location, Sales Representative, Statement Invoices Format, Custom Tax Rate, Statement Type. Open these to see the exact strings your Rundoo tenant accepts — they vary by company. Type any of these values into Sheet1 exactly as they appear on their reference tab.

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The template reflects your tenant — the Pricing Tier, Financing Term, and Sales Representative sheets are populated with your tiers, terms, and staff. If you add a new pricing tier or finance term later, re-download the template before the next import so the dropdowns match.

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What the columns mean

The 45-column template covers every customer-level field Rundoo stores. You don't need to fill every column — only Name is strictly required — but filling more upfront means less clean-up later.

The columns group into five areas:

Identity

• Token — Rundoo's internal customer ID. Leave blank to create a new customer; fill in to update an existing one (see "Create vs update" below).
• Name — the customer's name as it appears on receipts, statements, and in the list. This is the only strictly required column.
• ID — your own customer number (account code, old-system ID, phone). Shown in the ID column of the list and indexed for search.
• Tags — comma-separated tags for grouping, like painter, commercial. See Tags.