If you're moving to FieldCamp from another system or have a list of clients to add, importing is much faster than creating clients one at a time.
What You Can Import
FieldCamp accepts client data in these formats:
Format | Extensions | Description |
CSV | .csv | Comma-separated values from spreadsheets |
Excel | .xlsx, .xls | Microsoft Excel spreadsheets |
Note: Google Sheets files cannot be imported directly. Export your Google Sheet as CSV or Excel first, then import the exported file.
Preparing Your File
Before importing, organize your client data into a spreadsheet with column headers in the first row and one client per row. Remove any blank rows. A sample CSV template is available to download from the import modal — use it to ensure your file is formatted correctly.
FieldCamp recognises these standard fields:
Field Name | Required? | Description |
First Name | Yes | Client's first name |
Yes | Client's email address | |
Last Name | No | Client's last name |
Phone Number | No | Phone number (parsed with country code detection) |
Company Name | No | Business or company name |
Client Type | No | Type classification for the client |
Primary Address | No | Main address (geocoded via Google Maps) |
Business Address | No | Business address (geocoded via Google Maps) |
Billing Address | No | Billing address (geocoded via Google Maps) |
Website | No | Client's website URL |
Tax Number | No | Tax identification number |
Stage | No | Pipeline stage (defaults to "New Lead" if not set) |
Custom Fields: You can include custom field columns if they're already set up in your FieldCamp account. Supported custom field types during import: Text, Number, Date (ISO or MM/DD/YYYY), Timestamp, Select (matched case-insensitively), Multi-Select (comma-separated), Checkbox (true/yes/1), and Phone.
How to Import
Go to Clients in the sidebar
Click the Import / Export button in the toolbar
Select Import from the dropdown
Drag and drop your file or click to browse (accepts .csv, .xls, .xlsx)
FieldCamp displays the field mapping screen — review which spreadsheet columns are matched to which FieldCamp fields
Adjust any incorrect mappings using the dropdown selectors (required fields are labelled)
Click Import to start
A progress modal appears showing percentage completion, records processed, and total count. You can minimise this modal and continue working in FieldCamp while the import runs in the background. The modal shows Done when the import is complete.
Field Mapping
During import, FieldCamp tries to match your spreadsheet columns to FieldCamp fields automatically. For example:
"First_Name" or "FirstName" matches "First Name"
"Phone_Number" matches "Phone"
"Business_Name" matches "Company Name"
You can manually adjust the mapping if automatic detection doesn't work correctly. Only fields defined in FieldCamp's schema will be imported — unmapped columns are ignored.
Duplicates
FieldCamp does not check for duplicate clients during import. All records in your file will be created as new clients regardless of whether a matching client already exists.
To avoid duplicates, clean your spreadsheet before importing — remove any clients that are already in your FieldCamp account. If duplicates are created accidentally, you can merge or delete them manually from the Clients list after import.
After Import
Once imported, clients appear in your Clients list immediately. You can:
Edit any information that wasn't imported correctly
Add clients to categories and stages if not included in the import
Fill in any optional fields that were left blank
Imported addresses are geocoded automatically via Google Maps. If an address couldn't be geocoded, the record is still created but the address coordinates will be empty.
Bulk Client Import Tips
Start with a small import — Test with 10–20 clients first to ensure field mapping works
Clean your data first — Remove duplicates and fix formatting before importing, since FieldCamp does not detect duplicates
Check phone number formats — Ensure phone numbers are formatted consistently. FieldCamp uses your company's default country code (or US +1) to parse numbers automatically
Download the sample CSV — Use the sample template available in the import modal to get your columns right the first time
Plan custom fields ahead — Create any custom fields you need in FieldCamp before importing, so they appear in the field mapping step
FAQ's
What file formats can I use to import clients into FieldCamp?
What file formats can I use to import clients into FieldCamp?
FieldCamp accepts CSV (.csv) and Excel (.xlsx, .xls) files for client import. Prepare your file with column headers in the first row and one client per row. A sample CSV template is available to download from the import modal to help you format your file correctly.
What fields are required when importing clients?
What fields are required when importing clients?
First Name and Email are the two required fields for every client import. All other fields — Last Name, Phone, Company Name, Address, Website, Tax Number, Client Type, and any custom fields — are optional. FieldCamp will flag records that are missing required fields during the mapping step.
Does FieldCamp detect duplicate clients during import?
Does FieldCamp detect duplicate clients during import?
No. FieldCamp does not currently check for duplicate clients during import. All records in your file will be created as new clients. To avoid duplicates, clean your spreadsheet before importing and remove any clients that already exist in your FieldCamp account.
Can I import custom fields along with standard client data?
Can I import custom fields along with standard client data?
Yes. If you've created custom fields in your FieldCamp account, you can include them as columns in your import file. FieldCamp supports importing custom Text, Number, Date, Timestamp, Select, Multi-Select, Checkbox, and Phone field types. Custom fields must already exist in your account before importing.