Getting Started
This guide will help you create a CSV file to import multiple projects into Payaca at once. You'll need:
A spreadsheet program (Excel, Google Sheets, or similar)
Your Payaca customer information
Project details you want to import
Step 1: Find Your Customer IDs
Log into Payaca and go to your Customers page
Click on a customer to view their details
Look at the web address (URL) in your browser - it will look like this:
https://web.payaca.com/customers/8128556b-4615-40a3-848d-aaa6b83cc5c6/projects
Copy the long ID number (the part between
/customers/
and/projects/
):8128556b-4615-40a3-848d-aaa6b83cc5c6
This is your Customer ID - save it somewhere safe
Step 2: Create Your Spreadsheet
Open your spreadsheet program and create these column headers in the first row:
Required Columns
customer_id - The Customer ID from Step 1
Recommended Columns
reference - Your project reference number (e.g., "JOB001", "2024-001"). If left blank, Payaca will assign one automatically
Optional Address Columns
address_line1 - Street address (e.g., "123 Main Street")
address_line2 - Unit/Suite/Building (e.g., "Suite 100")
city - City name
postcode - Postal code
country - Country (if blank, defaults to "United Kingdom")
Optional Access Contact Columns
These are for people who can provide access to the site (e.g., building managers, security, reception):
access_contact_name - Name of the person who can provide site access
access_contact_email - Their email address
access_contact_phone - Their phone number
access_contact_description - Any helpful notes (e.g., "Building manager - available 9-5")
Note: You can add multiple access contacts by separating them with semicolons (see examples below)
Optional Project Details
tags - Labels separated by commas (e.g., "Priority,Solar,Residential")
pipeline - Workflow name (e.g., "Install" or "Service")
pipeline_stage - Current stage (e.g., "New lead" or "In Progress")
assign_to_email - Email of team member to assign to
notes - Multiple notes separated by semicolons (e.g., "Call customer first;Bring ladder")
Step 3: Fill In Your Data
Example Data Entry:
customer_idreferenceaddress_line1citypostcodeaccess_contact_nameaccess_contact_emailaccess_contact_phonetagspipelinepipeline_stageassign_to_emailnotes8128556b-4615-40a3-848d-aaa6b83cc5c6JOB001123 High StreetLondonSW1A 1AAJohn [email protected]+44 7700 900123Solar,PriorityInstallNew [email protected] survey needed8128556b-4615-40a3-848d-aaa6b83cc5c6JOB002456 Park LaneLondonSW1A [email protected]+44 161 123 [email protected] check duea947d23f-7891-42b5-9123-bcd4e5f6g7h8JOB003789 Queen RoadManchesterM1 1AASarah Jones;Mike [email protected];[email protected]+44 7700 900789;+44 7700 900321Repair,UrgentServiceNew [email protected] fault reported
Important Tips:
Customer IDs:
Use the exact ID from the Payaca URL
You can mix different customers in the same file
Double-check the IDs are correct
References:
Can be left blank (Payaca will auto-assign a number)
If you provide one, make sure it's unique
Use your own numbering system if preferred
Tags:
Separate multiple tags with commas (no spaces after commas)
Example:
Solar,Priority,Residential
Notes:
Separate multiple notes with semicolons
Example:
Check access code;Customer available mornings only;Quote requested
Access Contacts:
Add details for people who can provide site access
Can be building managers, security, reception, tenants, etc.
For multiple contacts, separate with semicolons
Example:
John Smith;Jane Doe
in the name columnMake sure each field has the same number of semicolon-separated values
Email Addresses:
Must be exact email addresses of Payaca users in your account (for assign_to_email)
Access contact emails can be any valid email address
The assigned person will be responsible for the project
Step 4: Save Your File
Click File → Save As
Choose CSV (Comma delimited) as the file type
Name your file (e.g., "projects_import.csv")
Click Save
Important: If Excel warns about features not compatible with CSV, click "Yes" to keep the CSV format.
Step 5: Check Your File
Open your CSV file in Notepad (Windows) or TextEdit (Mac) to verify it looks correct:
customer_id,reference,address_line1,city,postcode,access_contact_name,access_contact_email,access_contact_phone,tags,pipeline,pipeline_stage,assign_to_email,notes "8128556b-4615-40a3-848d-aaa6b83cc5c6","JOB001","123 High Street","London","SW1A 1AA","Building Manager","[email protected]","+44 7700 900123","Solar,Priority","Install","New lead","[email protected]","Site survey needed"
Common Mistakes to Avoid
❌ Wrong Customer ID: Always copy from the Payaca URL
❌ Spaces in tags: Use Solar,Priority
not Solar, Priority
❌ Wrong email addresses: Must match exactly with Payaca user emails
❌ Wrong date format: Don't include dates in this import
What Happens Next?
Once your CSV file is ready:
Your technical team will run the import script
Projects will be created in Payaca automatically
You'll receive a summary showing successful and failed imports
Failed rows can be corrected and re-imported
Need Help?
If you're unsure about:
Finding customer IDs
Which pipeline names to use
Which email addresses are valid
Any column values
Check with your Payaca administrator or the person running the import.