How to import your customers

Bring in customers from your connected Stripe or Alarm.com account in a few clicks.

Import brings in customers from your connected Stripe account and/or Alarm.com dealer account. Connect at least one of them first. Import works on a computer, not on phones.

Import

1. Go to Clients and press Import.
2. Press Scan my customers. Scanning only reads your accounts. Nothing changes yet.
3. Look over the list. Each row says what will happen:
   • New: a new client will be made.
   • Update: it links to a client you already have, so you don't get a duplicate.
   • Check this: it found a possible match but isn't sure. Choose Keep as its own client or link it to the suggested client.
4. Untick any row you don't want.
5. Press Import.

Using both Stripe and Alarm.com

It doesn't matter which you connect first. Run Import again after connecting the second one. It links the accounts to the clients you already have, so one JobBills client holds both the Stripe cards and subscriptions and the Alarm.com system.

Why was (or wasn't) a customer matched?

Press Why? next to a row to compare the details side by side. Matching details show in green, and there are buttons to fix the match. Press Ask the match assistant to ask about it in your own words.