Importing the list of clients - Revision history

Admin: Redirected page to Import Clients custom feature

2025-12-08T09:16:42Z

Redirected page to Import Clients custom feature

← Older revision		Revision as of 09:16, 8 December 2025
Line 1:		Line 1:
	~~<languages/>~~		#REDIRECT [[Import Clients custom feature]]
	~~<translate>~~
	~~<!--T:1-->~~
	{{#~~seo:~~
	~~\|title=Importing the list of clients - SimplyBook.me~~
	~~\|description=Import a list of clients into your SimplyBook.me account. Follow our guide for a smooth setup process. Start here!~~
	~~\|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, custom booking page link, domain name, custom domain name, custom url
	}}
	~~</translate>~~
	~~<translate>~~

	~~<!--T:2-->~~
	~~====How to import clients====~~
	~~<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>~~
	~~<br><br>~~
	~~:'''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>~~
	~~:'''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.~~
	~~<br><br>~~
	~~</translate>~~
	~~<translate>~~
	~~<!--T:3-->~~
	~~'''How to use this option:'''~~
	~~:1. Enable "Import Clients" custom feature on your Custom features page:~~
	[[~~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>~~
	~~</translate>~~
	~~<translate>~~
	~~<!--T:4-->~~
	~~:2. Prepare your Excel file.~~
	~~:- No text above the list of clients should be written~~
	~~:- Make sure all cells are correctly displayed~~
	~~:- Save file in .csv format with comma separation.~~
	~~<br><br>~~
	~~:3. Go to Manage//~~Clients~~//Import from CSV or simply click on "Settings" near this~~ custom feature.
	~~[[ 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>~~
	~~</translate>~~
	~~<translate>~~
	~~<!--T:5-->~~
	~~:4. Press "Choose file" and select the prepared file.~~
	~~[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]~~
	~~<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".<br>~~
	~~:(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>~~
	~~</translate>~~
	~~<translate>~~
	~~<!--T:6-->~~
	~~:6. Press "Confirm clients import".~~
	~~:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''~~
	~~<br><br>~~
	~~</translate>~~
	~~<translate>~~
	~~<!--T:7-->~~
	~~;If you can't import clients, please check the possible reasons:~~
	~~:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>~~
	~~:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>~~
	~~:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.~~
	~~<br><br>~~
	~~</translate>~~

Admin: Marked this version for translation

2025-05-16T12:13:56Z

Marked this version for translation

← Older revision		Revision as of 12:13, 16 May 2025
Line 1:		Line 1:
	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Importing the list of clients - SimplyBook.me		\|title=Importing the list of clients - SimplyBook.me
Line 10:		Line 11:
	<translate>		<translate>

			<!--T:2-->
	====How to import clients====		====How to import clients====
	<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>		<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
Line 20:		Line 22:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:3-->
	'''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:
Line 26:		Line 29:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:4-->
	:2. Prepare your Excel file.		:2. Prepare your Excel file.
	:- No text above the list of clients should be written		:- No text above the list of clients should be written
Line 36:		Line 40:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:5-->
	:4. Press "Choose file" and select the prepared file.		:4. Press "Choose file" and select the prepared file.
	[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]		[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
Line 45:		Line 50:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:6-->
	:6. Press "Confirm clients import".		:6. Press "Confirm clients import".
	:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''		:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
Line 50:		Line 56:
	</translate>		</translate>
	<translate>		<translate>
			<!--T:7-->
	;If you can't import clients, please check the possible reasons:		;If you can't import clients, please check the possible reasons:
	:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>		:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>

Admin at 12:13, 16 May 2025

2025-05-16T12:13:51Z

← Older revision		Revision as of 12:13, 16 May 2025
Line 8:		Line 8:
	}}		}}
	</translate>		</translate>
			<translate>

	====How to import clients====		====How to import clients====
Line 17:		Line 18:
	: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.
	<br><br>		<br><br>
			</translate>
			<translate>
	'''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 redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]		[[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>
			</translate>
			<translate>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.
	:- No text above the list of clients should be written		:- No text above the list of clients should be written
Line 29:		Line 34:
	[[ File:Import csv file path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]		[[ 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>
			</translate>
			<translate>
	:4. Press "Choose file" and select the prepared file.		:4. Press "Choose file" and select the prepared file.
	[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]		[[File:Import page redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
Line 36:		Line 43:
	[[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]]		[[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>
			</translate>
			<translate>
	:6. Press "Confirm clients import".		:6. Press "Confirm clients import".
	:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''		:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
	<br><br>		<br><br>
			</translate>
			<translate>
	;If you can't import clients, please check the possible reasons:		;If you can't import clients, please check the possible reasons:
	:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>		:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
Line 44:		Line 55:
	:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.		:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
	<br><br>		<br><br>
			</translate>

Admin at 10:47, 12 December 2024

2024-12-12T10:47:54Z

← Older revision		Revision as of 10:47, 12 December 2024
Line 1:		Line 1:
			<languages/>
			<translate>
			{{#seo:
			\|title=Importing the list of clients - SimplyBook.me
			\|description=Import a list of clients into your SimplyBook.me account. Follow our guide for a smooth setup process. Start here!
			\|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, custom booking page link, domain name, custom domain name, custom url
			}}
			</translate>

	====How to import clients====		====How to import clients====
	<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>		<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>

Admin at 13:34, 13 September 2024

2024-09-13T13:34:28Z

← Older revision		Revision as of 13:34, 13 September 2024
Line 9:		Line 9:
	'''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.
Line 17:		Line 17:
	<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".

Admin at 13:49, 28 July 2021

2021-07-28T13:49:16Z

← Older revision		Revision as of 13:49, 28 July 2021
Line 1:		Line 1:
	====How to import clients====		====How to import clients====
	~~<br>~~
	<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>		<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
	<br><br>		<br><br>
Line 10:		Line 9:
	'''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 ~~free~~.png \| center]]		[[File:Import clients enable path new cf.png \| center]]
	<br><br>		<br><br>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.

Admin at 11:50, 24 July 2019

2019-07-24T11:50:07Z

← Older revision		Revision as of 11:50, 24 July 2019
Line 1:		Line 1:
	====How to import clients====		====How to import clients====
			<br>
			<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
	<br><br>		<br><br>
	:'''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).		:'''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.
	<br><br>		<br><br>
			'''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.png \| center]]		[[File:Import clients enable path free.png \| center]]
	<br><br>		<br><br>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.
Line 15:		Line 17:
	:- Save file in .csv format with comma separation.		:- Save file in .csv format with comma separation.
	<br><br>		<br><br>
	:3. Go to Manage//Clients//Import from CSV.		: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 clients file upload path.png \| center]]
	<br><br>		<br><br>

Admin at 10:41, 22 March 2019

2019-03-22T10:41:19Z

← Older revision		Revision as of 10:41, 22 March 2019
Line 4:		Line 4:
	<br>		<br>
	:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).		:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
			:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
	<br><br>		<br><br>

Admin at 15:13, 27 June 2018

2018-06-27T15:13:46Z

← Older revision		Revision as of 15:13, 27 June 2018
Line 1:		Line 1:
	====How to import clients====		====How to import clients====
	~~<br><br>~~
	~~:1. Enable "Import Clients" custom feature on your Custom Features page:~~
	~~[[File:Import clients plugin enable.png \| center]]~~
	<br><br>		<br><br>
	:'''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>
	:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).		:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
			<br><br>

			:1. Enable "Import Clients" custom feature on your Custom features page:
			[[File:Import clients enable path.png \| center]]
	<br><br>		<br><br>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.
Line 13:		Line 15:
	<br><br>		<br><br>
	:3. Go to Manage//Clients//Import from CSV.		:3. Go to Manage//Clients//Import from CSV.
	[[ File:Import ~~clients2~~.png\| center]]		[[ File:Import clients file upload path.png \| center]]
	<br><br>		<br><br>
	:4. Press "Choose file" and select the prepared file.		:4. Press "Choose file" and select the prepared file.
	[[File:~~Choose~~ file.png\| center]]		[[File:Import clients file upload step1.png \| center]]
	<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".
	[[File:Import clients ~~file2~~.png\| center]]		[[File: Import clients assigning column headers.png \| center]]
	<br><br>		<br><br>
	:6. Press "~~confirm~~ import".		:6. Press "Confirm clients import".
	:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''		:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
	<br><br>		<br><br>
	;If you can't import clients, please check the possible reasons:		;If you can't import clients, please check the possible reasons:
	:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>		:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
	:2. There is some text above the data that ~~prevents~~ successful import. Please delete the text.<br/>		:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
	:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.		:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
	<br><br>		<br><br>

Admin at 10:30, 30 October 2017

2017-10-30T10:30:58Z

← Older revision		Revision as of 10:30, 30 October 2017
Line 5:		Line 5:
	<br><br>		<br><br>
	:'''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.
	:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Gold and Platinum).		:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
	<br><br>		<br><br>
	:2. Prepare your Excel file.		:2. Prepare your Excel file.