Help Centre>Getting Started>Import your customers and products
Import your customers and products
Updated 2026-10-10
Bring your existing data across from spreadsheets or your current system.
1. Download the import template
Use our CSV template for customers, sites, contacts and product records. It maps cleanly to exports from most accounting and CRM tools.
2. Map your columns
Match your spreadsheet columns to TedOps fields. The importer flags anything it doesn't recognise before anything is written.
3. Review and confirm
Preview the first rows, check for duplicates against existing records, then confirm the import. Every imported record is tagged so you can find the batch later.
See it running on your own workflows
Book a short demo and we'll walk you through this exact flow with your kind of jobs.
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