CSV Import Guide

This is a concise version of the CSV Import guide. For the full API documentation version, see API Docs: CSV Import.

Overview

Import customers and pools for an organization. Each row usually represents one pool. Customers can have multiple pools; pools belong to one customer.

Format

• Required: organizationId, and either customer_name or both first_name and last_name.
• Use customer_id/pool_id to update.
• Header aliases are accepted.

Fields

• Customer: customer_id, customer_name, first_name, last_name, email, phone, notes, address1, address2, city, state, zip, country
• Pool: pool_id, pool_name, gallons, is_indoor, sanitizer, filter, pool_type

Enumerations & Defaults

• is_indoor (boolean): true/false, yes/no, 1/0 (default: false)
• sanitizer (default: chlorine): chlorine, bromine, swg, biguanides, peroxide, natural, freshwater
• filter (default: cartrige): cartrige, sand, de, dontKnow
• pool_type (default: plaster): vinyl, plaster, fiberglass

Example

organizationId,customer_name,email,phone,address1,city,state,zip,country,pool_name,gallons,is_indoor,sanitizer,filter,pool_type
abc123,Jane Doe,jane@example.com,555-111-2222,123 Main St,Austin,TX,78701,US,Backyard Pool,15000,false,chlorine,cartrige,plaster
abc123,Jane Doe,jane@example.com,555-111-2222,123 Main St,Austin,TX,78701,US,Spa,500,true,bromine,cartrige,fiberglass

To upload: In your organization dashboard or the app’s Customers/Pools screen, use the Import menu. You can also import from your Organization Pools dashboard (look for the "Import CSV" button in the Organization Pools section).