Platform Quality
Customer import
Import customers from spreadsheets to get started faster.
Overview
Upload customer lists and bring them into Thorbis with validation before rows are created. Reduces manual entry when migrating from another system.
What we're building
Switching systems usually means retyping your whole customer list, one record at a time. That is hours of data entry and a fresh chance to introduce typos in names, addresses, and phone numbers you will rely on later.
Thorbis lets you upload your existing customer list from a spreadsheet and bring it in with validation before any rows are created, so problems get caught up front instead of landing in your account. It cuts the manual entry that slows down day one when you are coming from another system.
It is for owners and office staff getting set up who already have customers in a spreadsheet or another tool.
What you'll be able to do
- Upload customer lists from a spreadsheet
- Validate rows before they are created
- Catch import problems up front
- Reduce manual data entry
- Migrate customers from another system
- Get started faster on day one
Rollout plan
- 01
Spreadsheet upload
CompleteAccept customer lists uploaded from a spreadsheet.
- 02
Pre-create validation
CompleteValidate rows before any customer records are created.
- 03
Migration-ready import
CompleteBring full lists in cleanly when moving from another system.
Milestones
- Complete:
File upload
Support uploading a customer spreadsheet.
- Complete:
Row validation
Validate data before creating records.
- Complete:
Record creation
Create customer records from validated rows.
- Complete:
Migration support
Reduce manual entry for teams switching systems.
More in Platform Quality
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.