Import customers and items

In the app: Settings → Import customers and items

You can bring in your customers or your price book from another app or a spreadsheet, as a CSV file with a header row.

Get the CSV file

• From Joist: on a computer, open Clients or Items, then the ⋮ menu, then Export.
• From Excel, Numbers or Google Sheets: save or download the sheet as CSV.
• From another app: look for Export or Download as CSV.

Put the file somewhere your phone can reach it, like Files, iCloud Drive or Google Drive.

Import it

1. Choose Customers or Price book.
2. Tap Choose CSV file.
3. Check the Columns. Quotebird matches the file’s columns by their names, in English or French. Tap a field to pick its column, or Not in file.
4. Read the summary: how many will be added and how many are skipped.
5. Tap Add.

What gets skipped

• Rows already in Quotebird, or repeated in the file.
• Rows with no name.
• Rows that couldn’t be read.

An item whose price couldn’t be read comes in without a price. Set it in the price book before you use it.

A customer whose email in the file isn’t an email address comes in without one. Add it on the customer’s page before you email them.

For price book items, the Kind column takes Labour (Labor in the US) or Material, and Taxable takes yes or no. French works too: Main-d’œuvre or Matériel, oui or non.