How to Import Your Clients

In Houzz Pro you have a space to store the contact information for all your clients, and it’s simple to import existing client lists so that all your contacts’ information is ready for you to use as needed.

To import your contacts, follow these steps:

1. In the Company menu, select the Clients section.

2. Under the Actions menu in the upper right, click "Import Client List".

3. Click "Download Template" under Tips on Importing to download the CSV file template.

4. Open the downloaded template and fill in your clients, or copy the template formatting on your own file to match.

Follow these tips for a successful import:

• Client Name is required for each entry
• List one client per row
• Avoid duplicate entries
• Make sure to spell the state correctly (e.g. California) and don’t abbreviate (e.g. CA)

See the next section to learn how to export your contacts from QuickBooks Online and adjust them to the Houzz Pro format.

5. Save the completed CSV or Excel file.

6. In the import screen, click "browse" and attach the file, or drag and drop the file into the box. If successful, you will see a message noting how many lines the system detected in your file. Click Next to start mapping your files columns to Houzz Pro fields.

7. Choose the field that best matches your column name. Only the columns you map will be imported. Click Import when you are finished mapping.

8. If your file was imported successfully, you will see a confirmation of how many records were successful. Click Done to return to your Clients page.

Note that if some entries fail to upload, the remaining entries that succeed will still be successfully uploaded. If there were any errors in the import, you will be notified of the exact errors so you can fix and re-upload them. See "Upload Errors and How to Fix Them" below for more details.

In the client list, you can see the main details for each contact. To edit a client's details or view their projects and/or leads, click their name or use the three dots to the far right of their details to access more options.

Upload Errors and How to Fix Them

If some entries within your file fail to upload, the remaining entries that succeed will still be successfully uploaded to your Clients list. In Step 3 of 3, if any errors occur, you will see how many entries/records failed and what the errors are. You then have the ability to download the skipped records, fix them and re-upload again.

Upload Errors:

• Empty Client Name: Make sure you include a name for each client.
• Duplicate Phone: This means there is an existing client with the same phone number — we don't allow duplicates.
• Duplicate Email: This means there is an existing client with the same email — we don't allow duplicates.

How to export client contacts from QuickBooks Online and adjust them to the Houzz Pro format:

1. Sign in to your QuickBooks Online account.

2. In the left-hand side menu go to Sales > Customers.

3. Click the Export icon (the middle icon) on the right-hand side above the customer list. This will download your QuickBooks Online contacts as an Excel file.