The CSV importer accepts exports from Housecall Pro, Jobber, Service Autopilot, or any spreadsheet with the standard columns. When you upload, PoolStamp shows a mapping screen where you confirm which CSV column maps to which customer field.
Required destination fields
- Name — any of "Name", "Customer", "Account", "First Name" + "Last Name".
- Service address — any of "Service Address", "Address", "Property Address".
If the CSV has both a service and billing address, PoolStamp uses the service address for routing and stores the billing address for invoices.
Optional fields the importer picks up
- Email — mapped from "Email", "Email Address", or "Primary Email".
- Phone — first phone-shaped column wins; strips punctuation.
- Language — accepts
en,es,english,spanish,español. - Notes — mapped from "Notes", "Comments", or "Internal Notes".
Rows that fail to import
Rows without a name or a parseable address are skipped and reported at the end of the import. You can download the skipped-rows CSV, fix the addresses, and re-upload just those rows.
Duplicates
Duplicate detection is on (name + address) — if you re-run an import, existing customers get updated instead of duplicated. If you want duplicates (two households at the same address), give them distinct names.
After import
Every imported customer is geocoded in the background. Route planning becomes available as soon as at least one customer has a lat/lng. Failed geocodes appear in Customers → Needs attention where you can fix them one by one.