Want to save time and cut down on errors? Add your customers to PM+ so you don’t have to enter their info over and over again. Once they’re in the system, you can also turn on auto-billing for recurring payments — a big win for efficiency!

There are two ways to add customers:

• Manually — great if you’ve just got a handful (say, under 10–20)
• By import — best for uploading dozens or even thousands

Importing customer info

Step 1: Download the template

Head to Customers in the left-hand menu, then click Download template. This gives you a blank CSV file with all the right columns already set up — no guesswork needed.

💡 Heads up: For smooth uploading, we recommend no more than 500 customers per file.

Step 2: Fill in your customer details

Open the file and enter your customers’ info. Make sure you include these required fields for each person:

• First name
• Last name
• Email address (must be unique!)
• Street address

If any of these are missing, or if an email is already in the system, that customer won’t be imported.

Step 3: Upload your file

Back in PM+, click Import Customers, then Upload CSV. Pick your file and hit Open to get things started.

Step 4: Map your fields (if you didn’t use the template)

If your file doesn’t match the template exactly, no worries — you’ll just need to match each column to a field in PM+. Use the dropdown menus to pair them up, then click Save Mapped Columns.

Step 5: Start the upload

Click Upload and follow the prompts to track progress.

Step 6: Make sure everything looks good

Once the import is done, navigate to Customers if you're not already there.

You’ll see a new button next to Import Customers that shows your recent uploads — click it to review what was successfully added. Your imported customers will also show up in your main Customers list, right alongside any existing records.

Not seeing them yet? Try refreshing the page or logging out and back in — that usually does the trick.

Manually adding customers

If you only have a handful of customers to add, manual entry is quick and easy.

Step 1: Start a new customer record

Click Customers in the left-hand menu, then select Add Customer.

Step 2: Fill in their info

You’ll be asked to enter some basic details. Here’s a couple things to know:

• Customer Type helps you distinguish individuals from businesses. It defaults to Individual, but you can change it.
• Location defaults to MAIN, unless you choose another.

Required fields include:

• First name
• Last name
• Email address
• Street address

Step 3: Save the customer

Once you’re done, click Add new Customer — and you’re all set!