Fencify
Import Wizard

Select import source

Choose the source platform and import type before uploading a CSV file.

Import Wizard

Select import source

Choose where the CSV came from and what kind of Fencify records you want to import before uploading the file.

Choosing the source platform

The Source platform field tells Fencify how to read familiar column names from the export. Manual CSV works for spreadsheets prepared by your team, while named platforms such as Jobber, ServiceM8, Tradify, Xero, QuickBooks Online, Simpro, AroFlo and Fergus give the wizard extra context for matching common export headers.

If the source is unclear, choose Other and review the field mapping carefully after upload.

Choosing the import type

The Import type controls which Fencify fields are available during mapping and which records can be created during commit. Choose the target that best matches the rows in the file.

  • Use customers or leads for enquiry and client contact exports.
  • Use projects or schedule dates for job records and booking dates.
  • Use suppliers or inventory for catalogue and material data.
  • Use quotes, invoices, payments or expenses for finance-related CSVs when you have financial access.

Before moving to upload

Check that the source platform and import type match the file you are about to upload. A good match gives better suggestions on the mapping screen and reduces manual correction before preview.