Importing Storage Customers into Supermove

Storage Importer Tool:

This guide provides an overview of the Import Storage process. We've included helpful tips to successfully import information from your previous system into Supermove

Note: You must reach out to your Supermove Representative to import this data. This article outlines what to prepare

Getting Started

1. Download a copy of the Storage Bulk Import CSV Template
2. Make sure containers have already been set up, either manually or in bulk by referencing the articles below:
   1. Create Storage Containers
   2. Importing Existing Containers

Once all steps above have been completed, please proceed with the following:

Step 1: Using the Storage Bulk Import CSV, navigate to the sheet titled "STEP 2: CUSTOMER LIST & CONTAINER MAPPING"

Step 2: Begin to enter the first customer starting at row 2

Important: Do not change any of the labels on row one or the csv will error when uploading

Step 3: Fill out the information for each customer (use the list below to help in filling out the information. If you are stuck you can refer to the examples on the sheet titled "[EXAMPLE] CUSTOMER LIST & CONTAINER MAPPING"

Populating Your Prior Storage Data

When importing storage customers, some values are required.  If you don’t have certain required fields for your clients, don’t worry!  Below are explanations of each column, as well as example values that you can use as needed. 

Column	Required?
Customer Contact First Name	Required
Customer Contact Last Name	Required
Project Type	Required
Project Name
Project Start Date (YYYY-MM-DD)	Required
Project End Date
Container Name	Required
Container Date In
Container Date Out
Customer Contact Email
Company Name
Customer Phone Number
Billing First Name
Billing Last Name
Billing Email
Billing Phone Number
Billing Address
Billing City
Billing State
Billing State
Billing Zipcode
Billing Country
Salesperson
Coordinator
How Did You Hear About Us
Referral Details
Client Notes
Project Office Notes
Project Warehouse Notes

Common Questions

Can I upload a customer that already exists? 

If uploading storage customers that already exist in Supermove, the uploaded projects should merge with the existing customer client in Supermove. Customer First Name, Customer Last Name and Customer Email fields much match the existing customer in Supermove, otherwise a new customer will be created 

Any additional customer information included in the upload will update on the existing customer's profile if it didn’t exist before, but will NOT override/add information that was previously entered for the customer

How can I set a different Bill To client? 

If the billing client fields are left empty, the customer client will be set as the billing client by default on the project

If there is a different Billing client, user will need to enter at minimum, First Name, Last Name and Email address to be added to the project (other billing client fields are optional)

How should Dates be formatted?

All Dates should be formatted "YYYY-MM-DD" on the spreadsheet

How should Phone Numbers be formatted?

Phone number format should not have any characters or spaces (e.g. phone number "555-222-1111" should be written as "5552221111" on the spreadsheet

How do I input Container Names? 

For each additional container name, start by entering the first container in the customer's row - any additional containers should be entered by creating an empty row below the customer's row and filling in the container column only (leave all the other columns blank). If you're stuck you can look at the [EXAMPLE] CUSTOMER LIST & CONTAINER MAPPING sheet in the template