Help centre/Customers

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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