Import Clients custom feature: Difference between revisions

(6 intermediate revisions by the same user not shown)

Line 1:

{{#seo:

|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!

</translate>

|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

}}

[[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.

Line 17:

Line 24:

'''How to use this option:'''

:1. Enable "Import Clients" custom feature on your Custom features page:

[[File:Import clients enable path ~~free~~.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]]

:2. Prepare your Excel file.

Line 25:

Line 32:

: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]]

: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]]

: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 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]]

:6. Press "Confirm clients import".

Line 41:

Line 49:

:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.

</translate>

@@ Line 1: / Line 1: @@
+<languages/>
 {{#seo:
 |title=Import Clients custom feature - SimplyBook.me
+<translate>
+<!--T:2-->
+|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
+</translate>
 |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
 }}
+<translate>
+<!--T:1-->
 [[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.
 <br>
@@ Line 17: / Line 24: @@
 '''How to use this option:'''
 :1. Enable "Import Clients" custom feature on your Custom features page:
-[[File:Import clients enable path free.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>
 :2. Prepare your Excel file.
@@ Line 25: / Line 32: @@
 <br><br>
 :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>
 :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>
-: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>
 :6. Press "Confirm clients import".
@@ Line 41: / Line 49: @@
 :3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 <br><br>
+</translate>