How to complete the import spreadsheet

Completing the import template

Importing your customer data to TeamUp via a spreadsheet? Check out the below video for guidance on how to complete the file we've sent you.

Our switching team will take care of the rest once we've received the returned file to the dropbox link we've sent you.

Looking to switch from another platform? Check out our other switching options here.

Jump to

An overview of switching

Preparing your customers for the switch