Translations:Import Clients custom feature/1/en - Revision history

FuzzyBot: Importing a new version from external source

2025-12-08T09:12:27Z

Importing a new version from external source

← 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:'''

FuzzyBot: Importing a new version from external source

2025-10-13T13:39:30Z

Importing a new version from external source

← Older revision		Revision as of 13:39, 13 October 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>
			* 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:'''

FuzzyBot: Importing a new version from external source

2025-01-15T15:31:25Z

Importing a new version from external source

← Older revision		Revision as of 15:31, 15 January 2025
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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".

FuzzyBot: Importing a new version from external source

2024-03-18T15:39:13Z

Importing a new version from external source

New page

[[File:Import clients icon.png | left]] Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.
 
Free custom feature!
 
:'''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 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.
 
'''How to use this option:'''
:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients enable path new cf.png | center]]
 
: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.
 
: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]]
 
:4. Press "Choose file" and select the prepared file.
[[File:Import clients file upload step1.png | center]]
 
: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 assigning column headers.png | center]]
 
: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.''
 
;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. 
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text. 
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.