Adding and Importing Customers

To create a single customer record manually, click Add Customer in the top right of the Customers page. A dialog opens where the Name field is required. Email, Phone, and Notes (internal, never visible to the customer) are optional. Below a 'Listing Branding' divider you can also add Photo URL, Brokerage Name, Brokerage Logo URL, and social profile links (Website, Facebook, Instagram, LinkedIn, Twitter). These branding fields are used on auto-generated brochures and marketing materials attached to this customer's jobs.

When you enter an email address and save, Vremly checks whether that email already belongs to a user in the system. The response type determines what happens: customer_created means a new stub record was created; invitation_sent means no account existed and a portal invite was dispatched to that email; invitation_pending means an invite is already outstanding for that address; existing_customer means this email is already in your directory; existing_customer_linked means the email matched a Vremly account and the record was linked automatically. The toast message in the bottom right of the screen tells you which outcome occurred.

The 'Reusable Invite Link' panel inside the Add Customer dialog is a persistent shareable URL you can post on social media, send in an email blast, or print on a business card. Anyone who follows the link joins your workspace as a customer. Click the refresh icon to generate a new code (or rotate the existing one), and the Copy button to copy it to the clipboard. If you want to revoke public access, click the trash icon to delete the link — existing accounts are not affected, only future sign-ups.

To bulk-import from a CSV file, open the Import/Export dropdown and choose Upload CSV. Vremly parses the file and shows a column-mapping dialog with four database fields: name (required), email, phone, and notes. Each field displays a green checkmark if the CSV column header matches the database field name exactly (case-insensitive, punctuation stripped), or a red alert circle if it does not match. You can manually remap any column using the dropdown in that row. The import summary at the bottom shows how many rows are ready before you click Import.

To export your customer list, use Download CSV (exports all customers, fetching in batches of 200 from the server) or Download Selected (exports only the rows you have checked). The CSV includes columns: id, orgId, name, email, phone, notes, jobs, userId, createdAt, and updatedAt. This file format is round-trippable — you can export, modify, and re-import using the same Upload CSV flow.