Import Clients custom feature - Revision history

Admin at 17:56, 30 January 2026

2026-01-30T17:56:22Z

← Older revision		Revision as of 17:56, 30 January 2026
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	<translate>		<translate>
	<!--T:2-->		<!--T:2-->
	\|description=Import ~~your~~ client ~~database into SimplyBook~~.me. ~~Easily transfer client details for seamless integration~~. ~~Enable this feature now!~~		\|description=Import clients from CSV file. Bulk upload client data, map fields. Add existing client list to system quickly. Improve customer experience.
	</translate>		</translate>
	\|titlemode=append		\|titlemode=append

Admin at 09:12, 8 December 2025

2025-12-08T09:12:18Z

← Older revision		Revision as of 09:12, 8 December 2025
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	* It is only possible to import 500 clients by default. If you need to import more please contact support for details.		* It is only possible to import 500 clients by default. If you need to import more please contact support for details.
	* Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.		* Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
			* Our system will not import clients who have both the same email and phone number — those entries will be skipped. Clients who have neither an email nor a phone number, or who don’t have a name, will also not be imported.
	<br><br>		<br><br>
	'''How to use this option:'''		'''How to use this option:'''

Admin at 06:46, 13 June 2025

2025-06-13T06:46:39Z

← Older revision		Revision as of 06:46, 13 June 2025
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	<br>		<br>
	:'''Please note!'''		:'''Please note!'''
	: * This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>		* This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
	: * It is only possible to import 500 clients by default. If you need to import more please contact support for details.		* It is only possible to import 500 clients by default. If you need to import more please contact support for details.
	: * Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.		* Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
	<br><br>		<br><br>
	'''How to use this option:'''		'''How to use this option:'''

Admin at 06:46, 13 June 2025

2025-06-13T06:46:25Z

← Older revision		Revision as of 06:46, 13 June 2025
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	<br>		<br>
	:'''Please note!'''		:'''Please note!'''
	: *This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>		: * This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
	: *It is only possible to import 500 clients by default. If you need to import more please contact support for details.		: * It is only possible to import 500 clients by default. If you need to import more please contact support for details.
	: *Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.		: * Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
	<br><br>		<br><br>
	'''How to use this option:'''		'''How to use this option:'''

Admin at 06:46, 13 June 2025

2025-06-13T06:46:14Z

← Older revision		Revision as of 06:46, 13 June 2025
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	:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.		:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
	<br>		<br>
	:'''Please note''' ~~that this~~ feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>		:'''Please note!'''
	:It is only possible to import 500 clients by default. If you need to import more please contact support for details.		: *This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
	:Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.		: *It is only possible to import 500 clients by default. If you need to import more please contact support for details.
			: *Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
	<br><br>		<br><br>
	'''How to use this option:'''		'''How to use this option:'''

Admin at 06:45, 13 June 2025

2025-06-13T06:45:38Z

← Older revision		Revision as of 06:45, 13 June 2025
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	:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>		:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
	:It is only possible to import 500 clients by default. If you need to import more please contact support for details.		:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
			:Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
	<br><br>		<br><br>
	'''How to use this option:'''		'''How to use this option:'''

Admin: Marked this version for translation

2025-01-15T15:31:24Z

Marked this version for translation

← Older revision		Revision as of 15:31, 15 January 2025
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	\|title=Import Clients custom feature - SimplyBook.me		\|title=Import Clients custom feature - SimplyBook.me
	<translate>		<translate>
			<!--T:2-->
	\|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!		\|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
	</translate>		</translate>

Admin at 15:31, 15 January 2025

2025-01-15T15:31:20Z

← Older revision		Revision as of 15:31, 15 January 2025
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	<languages/>		<languages/>
	~~<translate>~~
	~~</translate>~~
	{{#seo:		{{#seo:
	\|title=Import Clients custom feature - SimplyBook.me		\|title=Import Clients custom feature - SimplyBook.me
			<translate>
	\|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!		\|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
			</translate>
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients

Admin at 10:46, 12 December 2024

2024-12-12T10:46:43Z

← Older revision		Revision as of 10:46, 12 December 2024
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	{{#seo:		{{#seo:
	\|title=Import Clients custom feature - SimplyBook.me		\|title=Import Clients custom feature - SimplyBook.me
			\|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients

Admin at 13:29, 13 September 2024

2024-09-13T13:29:41Z

← Older revision		Revision as of 13:29, 13 September 2024
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	'''How to use this option:'''		'''How to use this option:'''
	:1. Enable "Import Clients" custom feature on your Custom features page:		:1. Enable "Import Clients" custom feature on your Custom features page:
	[[File:Import clients enable path ~~new cf~~.png \| center]]		[[File:Import clients enable path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.
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	<br><br>		<br><br>
	:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.		:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
	[[ File:Import ~~clients~~ file ~~upload~~ path.png \| center]]		[[ File:Import csv file path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]
	<br><br>		<br><br>
	:4. Press "Choose file" and select the prepared file.		:4. Press "Choose file" and select the prepared file.
	[[File:Import ~~clients file upload step1~~.png \| center]]		[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
	<br><br>		<br><br>
	:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".		:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".<br>
	[[File: ~~Import clients assigning column headers~~.png \| center]]		:(if you are using [[Special:MyLanguage/Client_Fields_Custom_Feature\|Client Fields Custom Feature]] you can also import some of the forms values)
			[[File:Assign values to columns import redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]
	<br><br>		<br><br>
	:6. Press "Confirm clients import".		:6. Press "Confirm clients import".