Import clients from CSV

Use this when you want to load many customers at once using the file format Aquatechy expects—not a generic export from another product. In the app, open Clients → CSV Import or go to /clients/import-csv. You'll download our template, fill it row by row, upload it here, pick a company, and import.

CSV only. Aquatechy accepts .csv files only—do not upload .xlsx, .xls, or other formats. If you work in Excel or Google Sheets, you must finish by exporting Comma Separated Values (.csv) and upload that file.

Every column is required. For each client row, fill all columns exactly as the template defines—same headers, same order, and a value in every cell (follow the sample row and allowed values; don’t leave cells blank unless the template explicitly documents an empty value).

Before you start

You need at least one company your user can manage (Owner, Admin, or Office). If the app says there are no companies, create one under settings first—the import screen will offer Create Company when that's the case.

1. Download the template

On the import page, use Download Template (it pulls client_import_template.csv from the app). That file defines the exact column headers and the complete set of fields you must supply—keep headers unchanged (spelling and order), and plan to fill every column for each client row you add.

Using Google Sheets (no Excel required)

If you don't use Microsoft Excel, Google Sheets works well for this template—you only need a Google account and a browser.

Open the template in Sheets

• Go to Google Sheets and start a blank spreadsheet, then File → Import → Upload and choose the client_import_template.csv you downloaded from Aquatechy. Pick Replace spreadsheet (or Insert new sheet) so the columns land in a clean grid.
• Alternatively, upload the file to Google Drive, right-click it, and choose Open with → Google Sheets.

Edit carefully

• Leave row 1 as the header row—same text, same order, no extra columns or merged cells.
• Add one new row per client under the example row (you can delete the sample row when you're done, or keep it and add your data below—just don't upload a file that still contains placeholder tutorial text in data cells).
• If Sheets changes how numbers look (e.g. phone numbers or monthlyPayment), select those cells → Format → Number → Plain text so values stay exactly as Aquatechy expects (10-digit phones, cents as digits only).

Save back to CSV for Aquatechy

• When you're finished: File → Download → Comma Separated Values (.csv) only—this is what Aquatechy imports. Do not upload Excel or other formats.
• Upload only that .csv in Choose File on the import page.

2. Fill the sheet

The rules below apply whether you edit in Google Sheets, Excel, or another spreadsheet app—always export CSV at the end.

Work from the example row in the template: copy its structure, add one row per client. You must complete every column for each client row using the format the template and sample row show—no skipping columns.

• Headers — Do not rename or reorder columns.
• Export — Save only as .csv for upload; Aquatechy does not import .xlsx, .xls, or other file types.
• Phone — Use 10 digits only (no hyphens or parentheses). Aquatechy formats them as +1 (###) ###-####. Rows with invalid phones are highlighted in the preview and Import stays disabled until every phone is valid.
• E-mail — Required for each row.
• clientState / poolState — Two-letter codes work (e.g. FL). Full state names are also normalized when possible.
• animalDanger — Use TRUE or FALSE (case-insensitive when imported).
• poolType — Use one of the allowed values (e.g. Chlorine, Salt, Other)—enter a value in every row; follow the template.
• clientType — Residential or Commercial.
• monthlyPayment — Stored in cents in the file: digits only, e.g. 11000 represents $110.00 (the preview shows dollar formatting).

The template's columns include billing and pool location fields (e.g. clientAddress, poolAddress, poolAddressLine2, customerCode, clientCompany, lockerCode, enterSide, poolNotes, clientNotes, etc.). Fill each column as the sample row demonstrates for that field type.

3. Import in Aquatechy

Back on Import Clients from CSV:

1. Choose Company owner — every imported client is attached to this company.
2. Click Choose File and select your filled .csv file only.
3. Review the preview table. Fix any rows still flagged (e.g. E-mail required, Phone must be 10 digits, or missing required fields), then re-upload if needed.
4. When the preview looks good, run Import {n} Clients (the label includes your row count).

If the file can't be parsed, you'll see an error asking you to use the correct CSV template format.

After the import

The process creates a pool for each client from your file. Plan a quick pass in the app to refine pool details if anything needs adjustment, and set up service schedules under Routes (assignments are not defined by this CSV import).