Importing Clients into Townsquare

Overview

Importing client data into Townsquare ensures businesses can efficiently manage customer relationships and maintain accurate records. Client data can be imported from Excel (CSV files), Google Contacts, or Square Accounts.

This guide outlines the steps to successfully import client information.

1. How to Begin Importing Client Data

There are two ways to start importing client data into Townsquare:

1. During Account Setup – Use the auto Wizard when creating a new account to set up contacts.
2. At Any Time – Manually import clients from the Clients Page by selecting Import at the top of the screen.

Townsquare supports bulk imports from multiple sources, making it easy to migrate existing contacts.

2. Choosing a Data Source for Import

Client data can be imported from the following sources:

• Excel or CSV file
• Google Contacts
• Square Account

3. Importing from an Excel or CSV File

Step 1: Prepare the File

Ensure the file includes the following required fields:

• First Name
• Last Name
• Email Address
• Phone Number

Additional fields can be included but must be formatted correctly.

Step 2: Select Import Type

There are two import options:

• Single Import – Import individual contacts one at a time.
• Multiple Import – Load multiple clients under the same contact.

Using the Townsquare import template is recommended to prevent formatting errors. The template can be customized, but the four required fields must remain unchanged.

4. Importing from Google Contacts

Step 1: Link Google Account

• Navigate to the Clients Page > Import and select Google Contacts.
• Log in and grant permission to sync contacts.

Step 2: Verify Required Fields

• Ensure that each contact includes First Name, Last Name, Email, and Phone Number.

5. Importing from Square

Step 1: Link Square Account

• Go to Clients Page > Import > Square Account.
• Log in and allow integration with Townsquare.

Step 2: Confirm Contact Fields

• The import will pull contacts with First Name, Last Name, Email, and Phone Number.

6. Matching & Organizing Data

Once data is added from Excel, Google Contacts, or Square, review the imported fields:

1. Match the imported data with Townsquare’s contact fields.
2. Organize the data to ensure proper categorization.

If there are errors, a notification will appear to correct any missing or misaligned fields.

7. Confirming the Import & Handling Duplicates

1. Once the import is completed, a summary screen will display all uploaded data.
2. Townsquare will automatically detect duplicates.
3. Choose to either overwrite duplicate data or accept the import as-is.

After completing the import, an email confirmation will be sent with the details.

8. Key Takeaways

• Clients can be imported from Excel, Google Contacts, or Square.
• Required fields include First Name, Last Name, Email, and Phone Number.
• Using the Townsquare template ensures smooth imports.
• Duplicate records can be reviewed and managed during the import process.
• A confirmation email is sent after successful completion.

For additional assistance, visit the Clients Page or contact Townsquare Support.