How to import your customers and past work

Import your existing customer list and build your price book from work you've already done, rather than typing it all in again. Both are optional and both can be done any time, not just when you first sign up.

Import your customers

1. Go to Clients and select Import clients.
2. Drop a CSV file, or click to browse. This works with an export from Powered Now, Jobber, Tradify, or any spreadsheet.
3. Check the column matches Trame has found. Adjust any that look wrong, then select Import customers.
4. Review the preview, then select Import N customers to confirm.

Customers already in Trame with a matching email are skipped automatically, so you can safely re-import the same file without creating duplicates. A CSV can have up to 500 rows.

Build your price book from past work

1. Go to Price book and select Import.
2. Choose From past invoices or quotes to upload PDFs, PNGs or JPGs of documents you've already sent, or From your Trame quotes to pull line items you've already used in quotes built inside Trame.
3. Trame scans the files and groups similar items together. Deselect any you don't want, or pick which version of a grouped item to keep.
4. Select Add N items.

Frequently asked

Can I import customers and prices from the same screen?

No, they're separate. Customers import from Clients, prices import from Price book. Both are also offered together during sign-up, under Bring my data across, if you'd rather do both in one sitting.

What happens to rows my file can't map?

Any column you leave as Don't import is dropped, the rest of that row still imports. A row with no usable name is skipped entirely.

Will importing create duplicate customers?

No. Trame checks email addresses already in your account and skips any row that matches one you already have.