Customer Database

Add New Customer

Import from CRM Export (CSV)

Auto-detects your CRM export format. Groups multi-row program data into one record per customer. Handles 100K+ rows.

Large imports (50K+) may take 20-40 seconds — the progress bar will keep you posted. All helpers sync automatically after import.

What Happens on Import

1. Parse & Group: Multi-row files (one row per program) are grouped by customer number
2. Aggregate: Programs are deduplicated, prices summed, status codes mapped
3. Dedup: Existing customers updated by account #, new ones added
4. Sync: All GreenDesk helpers auto-refresh with new customer counts, revenue, and status breakdowns
5. Done: Search, filter, and export your full database instantly

Export Customer Data

Download as CSV. For 87K records expect a 5-10 second build time.