Managing customer information across multiple software platforms can be frustrating — especially when you’re trying to avoid duplicate data entry. That’s why The Landscape Estimator (TLE) makes it easy to import and export customer data using Yardbook-compatible CSV files.

Whether you’re switching systems, syncing customer lists, or simply organizing your workflow, moving customers between TLE and Yardbook only takes a few minutes.

Why Use Customer Imports and Exports?

Importing and exporting customers helps landscaping businesses:

• Save time on manual data entry

• Keep customer records organized

• Quickly migrate between software platforms

• Build estimates faster in TLE

• Maintain a cleaner customer database

TLE is designed to work alongside the tools landscapers already use — and Yardbook is no exception.

Exporting Customers from TLE

Exporting customers from TLE allows you to generate a CSV file that can be imported directly into Yardbook.

From the Customers page in TLE, you can export your customer list and save it as a CSV file.

After Clicking Export, you'll see a prompt to select the export type. Here you would select Yardbook:

Once exported, your CSV file can be uploaded into Yardbook using their customer import tool.

Importing Customers into Yardbook

Inside Yardbook, navigate to:

Customers → Import From File

From there:

1. Select Customer as the import data type

2. Choose your CSV file

3. Optionally allow duplicate imports

4. Click Start Import

Yardbook Supported Columns

When importing or exporting customer data between TLE and Yardbook, only Yardbook-supported fields are included.

This is important because custom TLE-specific fields will not transfer into Yardbook.

Required Columns

These columns are required for a successful import:

Column Name

Description

contact_first_name

First name of the customer contact

address_line1

Address of the customer

city

Customer city

zip_code

Customer zip code

Optional Columns

These optional fields can also be included:

Column Name

Description

contact_last_name

Last name of the customer contact

business_name

Name of business

email

Customer email address

phone

Customer phone number

mobile

Customer mobile number

fax

Customer fax number

address_line2

Address line 2

state

State (defaults from company record if omitted)

country

Country (defaults from company record if omitted)

Exporting Customers from Yardbook

Yardbook also makes it easy to export your existing customer list as a CSV file.

From the Customers page, scroll toward the bottom and click the CSV export option.

You can then import that exported file directly into TLE.

Yardbook Customer List Screen

Here’s an example of the Yardbook customer management page where imports and exports are managed.

Tips for a Smooth Import

Match Column Names Exactly

Your CSV headers should match Yardbook’s supported field names exactly.

Clean Your Data First

Before importing:

• Remove duplicates

• Verify addresses and emails

• Standardize phone numbers

• Ensure required fields are completed

Test with a Small Import

If you have a large customer database, try importing a few records first to confirm everything maps correctly.

Better Together

At The Landscape Estimator, we know contractors use multiple tools to run their businesses. Our goal is to make moving data between platforms as simple as possible.

By supporting Yardbook-compatible imports and exports, TLE helps you spend less time managing spreadsheets and more time building estimates and growing your business.

Stay tuned for more articles in our “Better Together” series, where we highlight how TLE works seamlessly with other tools landscapers already love.