Fundamentals

Can I import customers into FieldTask from sources other than GHL?

Updated on 11 May 2026

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Yes, it is possible to import customers into FieldTask from non-GHL sources. To do that, go to Customers from the left sidebar.

FieldTask dashboard with Customers menu highlighted

Click on Import Customers.

FieldTask customers list with Import Customers highlighted

Now, click on Select or drag file or drag your csv file over to it.

FieldTask customer import modal with file upload option

But remember to download our template first by clicking on Download template, and fill it in before uploading.

FieldTask import customer modal with download template highlighted

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