Importing Clients

We can import your client list into your Estimate Rocket account for use inside the program. Before sending us your file, make sure it meets the minimum requirements.

Client Import Requirements

1.) Your client list file must be in CSV format.
2.) The clientlist must have this information for each client:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Address
  • City
  • State
  • Zip
  • Company

Other miscellaneous information can be imported as well but will go in the clients notes. If you have additional information you want imported, put all of it in a separate column called Notes.

Here is an example of how the file should be organized.

Once you have completed the formatting of your client list, send it to:

QuickBooks Client Export Guides

QuickBooks Online Guide

QuickBooks Desktop Guide

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