Fundamentals

How to Import Customers into FieldTask

Updated on 11 May 2026

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Learn how to import customers into FieldTask from a CSV file, including customers from sources other than GHL.

FieldTask allows you to import customers from non-GHL sources using a CSV file. This makes it easier to bring existing customer data into your FieldTask Organization without adding each customer manually.

To import customers:

  • From the left sidebar, go to Customers.
FieldTask dashboard with Customers menu highlighted
  • Click Import Customers.
FieldTask customers list with Import Customers highlighted

Before uploading your customer data, download and complete the FieldTask CSV template.

  • Click Download Template.
FieldTask customer import modal with file upload option
  • Fill in the template with your customer information.

Once your CSV file is ready:

  • Click Select or drag file and choose your completed CSV file.
  • Alternatively, drag and drop the CSV file into the upload area.
FieldTask import customer modal with download template highlighted

FieldTask will use the uploaded CSV file to import your customer information into your Organization.

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