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Getting Started

Import your customers from a spreadsheet or old system

You don't have to re-type your book of business. Paste or upload a CSV exported from ServiceTitan, Skimmer, or any spreadsheet, and WaterMark maps the common columns for you. You always see a preview - with duplicates flagged - before anything is saved.

Where: Get-started card -> Import CSV, or Manage -> Import customers (CSV)

  1. Open the importer from the Get-started card ("Import CSV") or the Manage menu.
  2. Either click "Choose a .csv file" to upload, or paste your rows into the CSV box. You can grab a "Download CSV template" to see the exact layout.
  3. Make sure your file has a header row. Only a name column is required; address, phone, price, day, service_frequency (weekly / biweekly / monthly), and active are recognized automatically.
  4. Click "Preview" to see every row tagged NEW, INACTIVE, or DUP. Duplicates (matched by exact customer name) are skipped, never doubled.
  5. Check the preview for any unrecognized-column warnings or rows that need a service day, then click "Import" to bring them in.
  6. Switching systems? After customers, use the Equipment, Water-test history, and Open balances (AR) buttons in the importer to bring the rest over - no QuickBooks required.
Good to know
  • Add a service_frequency column (weekly / biweekly / monthly) so each pool keeps its real cadence instead of everyone being billed weekly.
  • Customers imported without a service day come in "unscheduled" - assign them a day afterward to put them on a route.
  • An active=false row is retained for history, statements, and open balances but does not generate visits or receive marketing. Its saved cadence returns if the office reactivates it.
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