Import Yardbook Customers
Upload a Yardbook customer CSV and automatically create secure customer/property profiles.
1. Upload Yardbook CSV
In Yardbook, export your customer list as CSV, then upload that file here. The importer will analyze the headers before anything is added.
What Gets Imported
The importer automatically looks for customer/contact name, business name, property address, city, state, ZIP, phone/mobile, email, quote price, service, notes, tags, payment terms, and discount columns. You can correct the column mapping before importing.
Duplicate protection: matching customers are checked by property address plus name, phone, or email. This allows the same Yardbook customer to have multiple different properties without collapsing them into one profile.