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Tip: Each customer has a unique Portal Link — click a customer's name, then use the
Go to Customers in the left nav
Click Export (top right)
Choose Export All Customers
Upload the file here — CSV or .xlsx both work
Go to contacts.google.com
Click Export in the left sidebar
Select Google CSV format and upload here
Make sure row 1 has column headers
Upload the .xlsx file directly — no need to export as CSV
Column headers are matched automatically — not case-sensitive.
Download a blank CSV template with column headers pre-filled.
(matched automatically — not case-sensitive, spaces or underscores both fine)
Field
Req?
Accepted column names
Name Yes name, customer name, full name, client, company, display name Phone — phone, mobile, cell, telephone, phone number, home phone, work phone Email — email, e-mail, email address, primary email Address — address or split columns: street / city / state / zip
You can adjust any mapping on the next screen before the import runs.
Select your CSV or Excel file