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Importing the list of clients: Difference between revisions

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{{#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
}}
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====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>
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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 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]]
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: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
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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".  
:''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.''
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;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/>
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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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