Can I import my existing customers into AllBetter Field?

Yes. If you’re switching from another system (spreadsheets, another app, or paper records), you can get your existing customers into AllBetter Field.

Manual Entry

For smaller customer lists, add customers one at a time:

1. Open “Business Tools” → “Customers”.
2. Tap the + icon.
3. Enter name, phone, email, and address.
4. Add any notes (service history, preferences, access codes).
5. Tap “Save”.

Bulk Import Assistance

For larger customer lists (50+), contact our support team. We can help you:

• Import from a CSV or spreadsheet — export your data from your current system and we’ll help load it into AllBetter.
• Migrate from another field management app — we’ll guide you through exporting your data and importing it.

Automatic Import

Customers who hire you through the AllBetter marketplace are automatically added to your Field CRM — no manual entry needed.

Ready to run your business on AllBetter Field? It’s free to start — see plans at allbetterapp.com/business-software or sign in at field.allbetterapp.com.

Still need help? Contact Support →