🚗 How to Bulk Import Customers into Fleetwire

Fleetwire makes it easy to import your existing customers using a CSV file. Instead of entering customers individually, you can upload your file, map the columns, and import multiple records at once.

🎯 Why Import Customers?

Importing customers helps you:

• Centralize Customer Information: Keep names, email addresses, phone numbers, and other details in one place.
• Simplify Reservations: Quickly select existing customers when creating bookings.
• Store Additional Information: Import extra details, such as customer IDs, notes, and preferences.

📋 Preparing Your File

Before importing, make sure your file is properly formatted.

• Include Column Headers: The first row must contain column names, such as First Name, Last Name, Email, and Phone.
• Supported Fields: First Name, Last Name, Email, Phone, Date of Birth, and Address.
• Additional Fields: Extra columns, such as Customer ID or Notes, can be mapped to predefined attributes or custom text fields.

Required: First Name, Last Name, and Email. Phone, date of birth, and address columns are optional.

Click Download Sample CSV Template on the import page for a ready-made file.

Example CSV

First Name,Last Name,Email,Phone,Notes
Jane,Doe,jane.doe@email.com,555-123-4567,VIP Customer
John,Smith,john.smith@email.com,555-987-6543,Prefers SUVs

💡 Pro Tip: Using Excel or Google Sheets? Save or download your sheet as CSV first. Excel files (.xlsx) can't be imported directly.

🛠️ How to Import Customers

1. Open Customers: From your Fleetwire dashboard, select Customers in the left navigation menu.
2. Start the Import: Click the ⋯ menu at the top of the Customers list and choose Import Customers.
3. Upload Your File: Select your CSV file.
4. Map Customer Fields: Match your file's columns to the corresponding Fleetwire fields, such as First Name, Last Name, Email, and Phone.
5. Map Additional Fields: For extra columns, select an existing attribute or map them to custom text fields.
6. Review Your Mapping: Double-check that each column is mapped correctly.
7. Complete the Import: Click Import to process your file and review the results.

⚠️ Important: Duplicate and Invalid Emails

Email is how Fleetwire identifies customers during import.

• Existing Customers: If an email in your file already belongs to a customer, that customer is updated with the file's values instead of being added again.
• Duplicate Rows: If the same email appears multiple times in your CSV file, the last row wins.
• Invalid Emails: Rows containing invalid email addresses are skipped.

After importing, check your customer count to confirm the expected records were processed.

🚀 What's Next?

Once your customers have been imported, you can:

• Manage Customers: View, edit, or delete records from the Customers dashboard.
• Add Custom Fields: Store additional customer information using Custom Fields.
• Create Reservations: Use your imported customers when creating bookings. Learn more about the Fleetwire Order Workflow.

💬 Need Help?

If you encounter any issues importing customers, contact us at hi@fleetwire.io or use the in-app chat.

Updated on: 08/10/2026