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Step by Step Video Walkthrough

During onboarding, Captivated can import your customer list for you. You can also import the file yourself once it has been exported.

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Export Your Customer List

  1. In Service Assistant, go to Reports.
  2. Select the Customer List report.
  3. Choose the appropriate report filters for your organization.
For a typical Captivated onboarding import, we recommend:
  • Selecting customers with an Active status (8 and 9)
  • Selecting a future Service Year
  • Checking Include Customers Without Services
Why select “Include Customers Without Services”?
This helps prevent duplicate rows from being created for the same customer, making the file easier to clean up and import into Captivated.

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Preview the Export

Once your report parameters are set:
  1. Select Preview in the bottom-right corner.
  2. Review the results to make sure the customer list looks correct.
The goal is to have approximately one row per customer with the customer’s contact information.

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Export to CSV

After reviewing the list:
  1. Select the Send to Actions button on the left side of the screen — the box with an arrow.
  2. Choose Export to CSV.
The CSV can then be used for your Captivated contact import.
For Captivated imports, we typically do not use the Preferred Phone Number field because that number is generally duplicated in one of the other phone-number columns in the export.

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Send the File to Captivated

If Captivated is completing the import as part of your onboarding, send the completed CSV to your Captivated Onboarding Manager. If you prefer to import the contacts yourself, follow our Importing Contacts guide.

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Need Help?

If you’re unsure which Service Assistant filters to use or want Captivated to review your export before importing, contact your Onboarding Manager or Captivated Support.