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Importing / Exporting Clients
Importing / Exporting Clients

Upload clients to your list or download your list to a file

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Schedulista maintains client records to reference appointment history for each client and to use to set appointments for clients on your calendar, as needed.

You can manually add clients on the web app and the Schedulista mobile app. You can also import a file on the web app to bulk add clients to your client list.

If you need to save your client list for your records, you can export clients to a file.

You can import clients into Schedulista using a list in CSV (comma separated values) file format. You can also export your client list to a CSV file to use with other software.

Contents:

Importing a client CSV file into Schedulista

Importing a CSV file to the client list can currently only be done on the web app.

(1) Go to the Clients page

(2) Click the gear icon in the upper right of the page

(3) Select Import file from the menu

(4) In the Import file dialog, click Choose File and select the CSV file of your clients from your computer

Note: While scanning your file to upload, Schedulista will identify 
the numbers of new clients and existing clients in the file.

(5) Click Next to complete the import

Need to acquire a CSV file of your clients?

Most software that exports client info, such as Gmail, Yahoo, Outlook, etc., will allow you to export your clients to a CSV file.

You can also create a client list in Excel, Google Sheets, Apple Numbers or another spreadsheet program, and then save it to your computer in CSV format.

Some software companies arrange their CSV files differently. Whether you export a CSV file or create your own, you will need to make sure that columns in the file have headers (names of the fields).

Schedulista accepts the following client attributes: 

  • first name

  • last name

  • email

  • phone

Note: Only the first name field is required to import a client.

We recommend having separate First name and Last name fields/columns, but Schedulista will also accept a file with a single client name field as long as the header is specifically labelled "Name" or "Full name".

In the import, it will automatically parse the field into the First name and Last name fields in Schedulista. The first word will be added to the First name field and all other words will be added to the Last name field.

Examples

  • For David Adams, David is added to the First name field and Adams is added to the Last name field

  • For David Lee Adams, David is added to the First name field and Lee Adams is added to the Last name field

  • For Dr. David Adams, Dr. is added to the First name field and David Adams is added to the Last name field

Exporting your client list to CSV file

The client export can currently only be done through the web app.

The fields/columns provided in the export are: 

  • first name

  • last name

  • email

  • phone

  • last appointment (date & time)

  • next appointment (date & time)

  • total appointment count

  • services the client has scheduled

  • client notes

To export your list to file:

(1) Go to the Clients tab

(2) Click the gear icon in the upper right of the page

(3) Select Export clients to file from the menu

When you'll receive your client file

If your client list is less than 1000 records, it will download the file immediately.

If your client list is more than 1000 records, the system will email you a link to download the client file within 10 minutes of exporting the file. This is sent to the login email address of the user account you are signed into at the time of export.

If you don't see this email in your inbox, make sure to check the junk/spam folder or do a search in email for the subject line "Your client export".

Contact support at support@schedulista.com if you need any assistance with an export.

keywords: clients, import, export, file, csv, comma separated values, first name, last name, email, email address, phone

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