Can I import my existing customer list?
Yes. The dashboard includes a CSV import for past jobs and customers, so you can bring history with you when you switch from spreadsheets or another tool.
From your dashboard, the import page accepts a CSV with customer name, phone, email, and a job description. Each row becomes a job in FixyFlow with the customer record attached.
How a typical migration goes
Most operators arrive with one of two starting points: a spreadsheet they've been maintaining by hand, or an export from a previous tool. Either way the steps are the same:
- Export or save your existing list as a CSV. The only columns FixyFlow needs are customer name, phone number, optional email, and a short job description.
- Tidy the phone column. Numbers should be real mobile numbers if you ever want to text those customers; landlines import fine but can't receive SMS.
- Upload the file from the dashboard import page and review the preview before confirming.
Typical use cases:
- Migrating off a spreadsheet that's been tracking jobs by hand.
- Backfilling closed jobs from another tool so review-ask campaigns have history to work from.
- Seeding customer records before sending a first reactivation message.
What imported jobs do and don't trigger
Importing does not text anyone. No SMS fires on import, so you can safely bring in hundreds of historical records without your customers hearing about it. Messages only go out when you actively move a live job between stages or send one deliberately. That makes the import safe to run on a quiet evening and redo if the first file wasn't quite right.
Imports and your monthly job limit
The import respects your plan's monthly job limit, since each row becomes a job. A 30-row historical backfill fits inside a single Starter month (50 jobs), while a 150-row migration would need either a temporary bump to Pro for one month or splitting the file across two billing cycles. This is a one-time consideration; once history is in, your normal weekly volume is what matters for plan choice, and that decision is covered separately in Starter vs Pro.
Related questions
If you're importing as part of first-time setup, do the import after the 5-minute basics in the setup FAQ. And if you want a system on the other side of FixyFlow to push jobs in automatically rather than via CSV, see the API and Zapier FAQ.
Related questions
How long does FixyFlow setup take?
Under 5 minutes. Sign up, fill in your business name and phone, pick a workflow template, and create your first job.
What's the difference between the Starter and Pro plans?
Starter ($19/mo) gives you 50 jobs and 200 SMS per month, built for one-person shops. Pro ($29/mo) bumps that to 200 jobs and 1,000 SMS, for shops with steady weekly volume.