Import customers
Coming from another system, or keeping your customers in Excel? Then move them over in one go with a CSV import.
Preparing your file
Only the first name is required; without an email address you can't email the customer.
1
Put your customers in a spreadsheet, with a header row at the top.
2
Enter one customer per row: first name, last name, email address and phone number.
3
Save it as CSV (max. 5 MB, 5,000 rows).
Importing and checking
If a customer already exists, you choose 'Skip' or 'Update'.
1
Go to Customers and choose Options > Import customers.
2
Upload your CSV file.
3
Map the columns to the fields in Salondesq.
4
Check the preview and start the import.
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