Creating & importing customers

Overview

There are three ways to add customers in Meistify:

1. Manually – Via the form under Customers → New Customer
2. CSV/Excel Import – Import many customers at once from a file
3. Step by step – A simplified wizard for quick entry

1. Add a customer manually

Navigate to Customers in the sidebar and click the New Customer button.

Fill in at least the following required fields:

• Company name – Name of the business or individual
• City – Required for construction site assignment and invoicing

All other fields like contact person, email, phone, address and customer number are optional.

Click Save – the customer appears in your list immediately.

2. Import customers via CSV or Excel

Ideal when you want to transfer many existing customers at once – for example when switching from Excel, Lexware or another tool.

Prepare your file

Your file should contain the following columns:

1. Company name (required)
2. City (required)
3. Contact person (optional)
4. Email (optional)
5. Phone (optional)
6. Street (optional)
7. Postal code (optional)
8. Customer number (optional)

Perform the import

1. Go to Customers and click the dropdown arrow next to New Customer
2. Select CSV/Excel Import
3. Upload your file or drag it into the upload area
4. Check the preview – Meistify shows you the first 3 rows
5. Map the columns – automatic detection usually handles this for you
6. Click Import

Duplicate detection

Meistify automatically checks for duplicates before importing:

• Within the file – Same company name + city appearing multiple times
• In the database – Customer already exists in your account

For duplicates you can choose:

• Skip – Duplicates are not imported
• Update – Existing customers are overwritten with the new data

Results & export

After the import you see a summary and can download detailed result lists:

• Imported (green) – Successfully created customers
• Updated (blue) – Overwritten existing customers
• Errors (red) – Rows with problems (e.g. missing company name)

3. Step-by-step wizard

The easiest way to add multiple customers one after another – without losing track.

1. Click the dropdown arrow next to New Customer
2. Select Step by step
3. Enter company name and city
4. Click Save & Next – the form clears for the next customer
5. When you are done: Save & Finish → Back to the customer list

Next steps

• Getting started with Meistify
• Creating construction sites
• Creating & sending quotes