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Import Clients custom feature: Difference between revisions

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{{#seo:
{{#seo:
|title=Import Clients custom feature - SimplyBook.me
|title=Import Clients custom feature - SimplyBook.me
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|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
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|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
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[[File:Import clients icon.png | left]] <br>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.  
[[File:Import clients icon.png | left]] <br>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.  
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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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.
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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.
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'''How to use:'''
'''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 redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]
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:2. Prepare your Excel file.  
:2. Prepare your Excel file.  
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: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]]
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: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]]
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: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]]
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:6. Press "Confirm clients import".  
:6. Press "Confirm clients import".  
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: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.
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