What it does
Quickie's importer doesn't just copy names and addresses. If your old software exported how much you charge and how often you clean each customer, it rebuilds their repeating schedule too — so your round keeps booking itself instead of arriving as a flat list you have to type back in.
It knows the column names the common tools use, so most files map themselves.
| Where you're coming from | What to export | | --- | --- | | Cleaner Planner | Your customers, as CSV | | Aworka | Your customer list, as CSV | | Squeegee | Your customers, as CSV | | George (legacy desktop) | Export or save your round as CSV | | Round Tracker (Excel) | Save the customer tab as CSV | | A spreadsheet | Save as CSV — any sensible headers work |
Where to find it
- Navigation: Clients ▾ → Contacts → Import
- URL:
/dashboard/contacts/import
Step by step
1. Export from your old software
Get your customer list out as a CSV. Include the price and frequency columns if it offers them — that's what turns a contact list back into a round.
2. Upload it
Drop the file onto the import page. Quickie reads the header row, has a guess at which tool it came from, and maps the columns for you.
3. Check the mapping
- Where is this from? — we guess; correct it if we're wrong, and the columns re-map to that tool's vocabulary.
- Map your columns — every contact field, with our guesses filled in. Set anything we missed, or leave it as Not imported.
- Set stage / source / type for all — applied to every row (most people import as Active client).
4. Bring the round across (optional)
Pick your Price column and Frequency column. You'll see how many rows have a round we can set up, with an example.
We understand the ways these tools write frequency: 4, 4 weekly, 4-weekly, every 4 weeks, fortnightly, monthly, every 2 months, quarterly, annually. A bare number means weeks. Anything marked one off, once or n/a imports as a normal contact with no schedule.
Both columns are needed. A frequency without a price would book £0 cleans, so we skip the schedule and import the contact.
5. Review & import
Check the ready and skipped counts, then Import. Rows that fail validation are listed with the reason and simply skipped — the rest still import.
What happens to your round
For every row with a price and frequency, Quickie:
- Creates the customer.
- Creates their repeating schedule at the price and cadence from your file.
- Books their first clean one full cycle from today — so a 4-weekly customer is booked 4 weeks out.
From then on it runs itself: each time you complete a clean, the next one books automatically at the right interval.
Why one cycle out? Your file tells us how often you clean someone, but not where they are in the cycle right now. Booking everybody in today would put your whole round on one day. One cycle out is a sensible starting point — drag anything that's wrong to the right day on the Calendar or Week planner, and the round follows from there.
Your customers aren't contacted. Importing never sends a confirmation, reminder or text — no matter how many rows or what your comms settings say.
What each screen shows
- 1. Upload a CSV — the file picker and the name of the file you chose.
- 2. Map your columns — the source picker, one dropdown per contact field, the batch stage/source/type settings, and the Bring the round across panel with the price/frequency columns.
- 3. Review & import — how many rows are ready, how many have a round, how many were skipped and why, plus a preview of the first few.
Tips & good to know
- Run both side by side. The Solo plan is free forever, so there's no meter running while you settle in. Nothing stops you importing today and switching properly next month.
- Import as Active clients. Most people moving a round set the batch stage to Active client — these are paying customers, not leads.
- Check a handful first. Import 5 rows, look at them, then do the rest. It's easier than undoing 300.
- Up to 5,000 rows per file.
- Free plan soft cap: Solo is intended for up to 50 active clients — see Plans & billing if your round is bigger.
- Direct Debit doesn't come across. Mandates are between your customer and their bank, so they can't be transferred from another tool. Send set-up requests once you've imported — see Direct Debit.
Troubleshooting
| Problem | What to try | | --- | --- | | "That CSV looks empty" | It needs a header row and at least one data row. Re-save from your spreadsheet as CSV. | | The columns mapped wrongly | Change Where is this from? to the right tool, or set each dropdown by hand. | | No rounds detected | Set both the Price and Frequency columns. If your frequency reads something unusual, import the contacts and add schedules on the customer's page. | | Some rows were skipped | The reason is listed per row — usually a missing name or a malformed email. Fix them in the file and import just those. | | Everyone's first clean is on the wrong day | Expected — we book one cycle out because your file doesn't say where each client sits in the cycle. Drag them to the right days on the Calendar or Week planner. | | Prices imported as 0 | The price column probably wasn't mapped, or holds text we couldn't read. £12.50 and 12.50 both work; TBC doesn't. | | I imported twice | There's no de-duplication — you'll have doubles. Use the contacts grid's bulk delete (owner only) and re-import. |