Import your customer list

Go to Customers → Import to bring your whole list over from another system at once.

PoolHelm reads Excel files (.xlsx, .xls, .xlsm) and CSV files, and recognizes the export layouts from Skimmer, Jobber, Pool Brain, and QuickBooks on its own.

It reads the file those systems produce; it does not connect to them. There’s no live link to your QuickBooks account, and nothing syncs afterwards.

The four steps

1. Upload your file. PoolHelm finds the header row itself, even with extra title rows above it — QuickBooks report headers and Jobber’s file quirks are both handled.
2. Confirm the column mapping. A recognized export is matched for you; otherwise you match the columns yourself. A file with one plain “Address” column beside separate City, State, and ZIP columns is read as the street address.
3. Review. Your rows are laid out with the problem rows called out. Fix or skip them before anything saves.
4. Import. PoolHelm brings everyone in.

What to expect

• An interrupted import is safe to run again. PoolHelm matches on name, street, and ZIP, so re-running won’t create duplicates.
• A service level it can’t match still imports. PoolHelm warns you and brings the customer in anyway. Fix those from the property page afterwards.
• A customer only reaches Ready when their address verifies and their pool details are complete. Anyone missing something comes in inactive, so a bad address never quietly ends up on a route.
• Map coordinates in your file are kept, but rated low confidence until PoolHelm verifies the address itself. Coordinates from another system are frequently the middle of the street, not the house.

A real 150-customer import in July 2026 brought in all 150, with every address located and every service level matched. Your file may be messier — that’s what the review step is for.

See also: “Why is a customer ‘inactive’?” and “Set up your service levels.”