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Create customer records from spreadsheet rows for dispatch

Create customer records from spreadsheet rows for dispatch

Your import spreadsheet has signups and service details that stall scheduling and billing when rows aren't created in your field system. Get structured customer records for dispatchers the same day.

Create customer records from spreadsheet rows for dispatch

Overview

Manual imports keep dispatchers and billing staff tied up reconciling spreadsheets instead of serving customers. This flow converts each new sheet row into a structured customer and service location so dispatch and billing can act the same day.

Create customer records from spreadsheet rows for dispatch