Importing customers

Moving off a spreadsheet or another CRM means getting your existing customers into Flyra without typing them one at a time. Import with AI does that: it reads your file and works out which column is what, rather than making you map fields by hand.

1. Import with AI

On the Customers page, click Import with AI at the top right.

2. Give it a file

The importer opens and asks for your file. Drop it in or browse for it.

What makes a good file

The AI is good at untangling messy exports but it can't invent information. Before uploading:

• One customer per row. Not one job per row. If your export has a row per invoice, the same customer appears many times and you'll import duplicates.
• Separate first and last name columns if you can. A single "Name" column usually works, but "Smith, John" and "John Smith" in the same file causes trouble.
• Full addresses in one column or split consistently. Pick one and stay with it.
• Phone numbers in any format. Brackets, dashes and spaces are all fine.
• Strip the columns you don't need. Internal IDs and notes from a system you're leaving just add noise.

After the import

Check the Customers list before you rely on it. The things to spot-check:

• Did addresses land in the address field rather than the notes?
• Are phone numbers on the right people?
• Any obvious duplicates from the same person appearing twice in the source?

Fixing twenty records now is easier than discovering the problem when a technician drives to the wrong house.

Tips and gotchas

• Import customers before jobs. Jobs attach to customers, so the customers need to exist first.
• Do a small test file first. Ten rows tells you whether your column layout is understood, and it's much easier to undo.
• Duplicates come from the source, not the importer. De-duplicate in the spreadsheet where you have filters and formulas.
• There's an Import with AI on Jobs and Expenses too, in Reports. Same idea, different record.

Next up: The client portal and your website