Bring your business with you. Easily import your existing customer list so you can hit the ground running. In just a few clicks, all your contacts are organized in one place and ready to connect to bookings, marketing, automations, and more—saving time, ensuring a smooth transition, and making it easy for clients to book you.
Benefits of importing your customer list
Get started instantly: Bring all your existing clients into the platform in just a few clicks.
Stay organized from day one: Keep every client record in one place, ready to link to bookings, tasks, and automations.
Seamless transition: Move from another system without losing important customer history.
Start using powerful features immediately: Once your contacts are imported, you can instantly take advantage of marketing, reminders, automations, and more.
Save hours of manual work: No tedious data entry; the system does it for you.
Focus on growth, not setup: Spend your time connecting with clients instead of entering data.
How to import your contacts
Follow these steps to import your customer list:
Click the +New button at the top of the main navigation menu.
Click Import contacts.
The client data must be in a CSV file. If you don't already have a file, click Download template to download our handy pre-formatted template.
When the CSV file is ready, click Choose a file or drag-and-drop the file.
Review the columns to confirm each column in your file matches the appropriate column in the contact list.
Click Start import.