How to Import Your Customer Base into BRS
What This Is
BRS allows you to import customer data from a previous system, such as QuickBooks, another rental platform, or an existing customer database, so you can keep your customer information in one place.
You can import customer data by going to:
Orders → Customers → Import Customers
Required File Format
Your import file must include the following columns in this exact order:
- FirstName
- LastName
- CompanyName
- Phone
- City
- Address
- State
- Zipcode
- Country
Important:
- The column names and sequence must match exactly or the file will not upload.
- Country must use ISO codes, such as US, CA, or GB, not full country names.
Best Practice
For best results, fill in every column for every customer before uploading your file.
BRS supports partial imports, so customers can still be imported if some fields are missing. However, missing information may affect how the system works later.
For example:
- If a customer is missing an address, delivery fees may not calculate correctly when creating a quote or manual order.
- If a customer is missing a phone number, they may not receive text confirmations or updates.
If the customer later enters missing information during checkout, BRS will use that information at that time.
Important Notes About Re-Importing
You cannot re-import the same customer again after they have already been imported. BRS prevents duplicate customer records.
A duplicate customer is defined as any customer with an email address that already exists in your BRS database.
Because of this, it is best to clean and complete your file before importing.
Before You Upload
Before importing, make sure:
- Your columns match the required format exactly
- The columns are in the correct order
- Customer emails are accurate
- Customer addresses and phone numbers are filled in whenever possible
- Country values use ISO codes
This helps avoid missing fees, communication issues, and duplicate import problems later.