Import your customer list
CSV in, deduped rows out. Booked reads exports from Square, Booksy, Vagaro, Fresha, GlossGenius, Acuity, and Schedulicity.
Dashboard → Import data takes a CSV and turns it into rows. Bring your list over in about 15 minutes.
What you can import
Eight kinds of file, each with its own required columns:
| What | Columns it must have |
|---|---|
| Customers | name (add email or phone to be useful) |
| Services | name, duration_minutes |
| Staff | display_name |
| Reviews | author_name, rating |
| Past bookings | service_name, staff_name, customer_name, starts_at |
| Staff schedules | staff_name, weekday, start_time, end_time |
| Time off | starts_at, ends_at |
| Staff ↔ services | staff_name, service_name |
Headers do not have to match exactly — the importer recognises the names the common platforms export, so Client Name, Email Address and Phone Number all land where they should.
Supported sources
| Source | Where to export |
|---|---|
| Square Appointments | Dashboard → Items / Team / Customers → Export |
| Booksy | Profile → Reports → Export to CSV |
| Vagaro | Reports → Customer / Service / Staff list → Export |
| Acuity | Import & Export → Export |
| GlossGenius | Settings → Data → Export |
| Fresha | Reports → Clients / Services / Team → Export |
| Schedulicity | Settings → Export |
| Generic | Any CSV with name, email, phone columns |
Steps
- Export from the old platform.
- Open Dashboard → Import data and pick what the file holds.
- Check the preview. Columns that could not be mapped are flagged before anything is written.
- Confirm. Duplicates are skipped by email, then by phone.
Order matters
Import customers, services and staff first. Past bookings and staff↔services are matched by name against records that already exist, so a booking whose service is not there yet has nothing to attach to.
Past bookings import silently — no confirmations, no reminders, nothing sent to anyone, however old or recent the dates are.
What does not come across
- Notes and tags from another platform.
- Photos, memberships, gift cards, package balances.
- Payment methods on file. Cards cannot move between processors, so a customer paying a deposit will enter theirs again.