1. Save your sheet as CSV or XLSX and drop it in
You do not need to rename your headers first. Pick which column holds client name, phone, email and address right in the importer.
Move off spreadsheets and paper tickets in one sitting.
Upload your existing Excel or Google Sheets customer list—even if addresses are in one column or split across four—and turn every row into a mapped property.
Solo starts at $99/month; Crew is $199/month with unlimited users.
Spreadsheet cutover timeline
From an Excel sheet to your first phone-approved estimate in 20 minutes
- 01Minutes 0–5
Upload your Excel (.xlsx) or CSV sheet as-is
No need to reformat headers or split addresses first—upload the sheet you already use.
- 02Minutes 5–10
Map columns & merge duplicate customer rows
Pick which column holds name, phone, email and address. Repeat rows for the same customer merge automatically.
- 03Minutes 10–15
Commit geocoded properties onto the map
Every valid street address geocodes into a searchable property pin ready for tree inventory.
- 04Minutes 15–20
Send your first estimate link by text
Drop a tree pin, add a removal or pruning line item, and text the interactive approval link to the homeowner.
How it works
No rigid spreadsheet template required
2. Automatic address parsing and geocoding
Single-line addresses like "412 Barton Springs Rd, Austin, TX 78704" are parsed into street, city, state and ZIP and geocoded onto the map.
3. Start sending estimates from your phone
Once committed, every client is searchable by name, phone or street address from the office or the truck.
Explore further
What comes after spreadsheets
Common questions
Spreadsheet import questions
Practical answers for tree-care owners evaluating or configuring Treelocity.
What if some rows in my spreadsheet are missing an email or ZIP code?
The preview table highlights rows with missing optional fields while still importing valid client and property records cleanly.
What if the same customer appears on three rows for three past jobs?
Treelocity detects matching contact details and merges them into one client record instead of creating three duplicate customers.
Do I have to format my columns in a specific order before uploading?
No. Upload your existing Excel or CSV file as-is and choose which column maps to name, phone, email and address on screen.
Can I still export my data back out to spreadsheets whenever I want?
Yes. Your data is always yours—you can export reports and records to CSV at any time.
Get started
Drop your spreadsheet into a 14-day trial.
See your customer list mapped and searchable in under five minutes.