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:

WhatColumns it must have
Customersname (add email or phone to be useful)
Servicesname, duration_minutes
Staffdisplay_name
Reviewsauthor_name, rating
Past bookingsservice_name, staff_name, customer_name, starts_at
Staff schedulesstaff_name, weekday, start_time, end_time
Time offstarts_at, ends_at
Staff ↔ servicesstaff_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

SourceWhere to export
Square AppointmentsDashboard → Items / Team / Customers → Export
BooksyProfile → Reports → Export to CSV
VagaroReports → Customer / Service / Staff list → Export
AcuityImport & Export → Export
GlossGeniusSettings → Data → Export
FreshaReports → Clients / Services / Team → Export
SchedulicitySettings → Export
GenericAny CSV with name, email, phone columns

Steps

  1. Export from the old platform.
  2. Open Dashboard → Import data and pick what the file holds.
  3. Check the preview. Columns that could not be mapped are flagged before anything is written.
  4. 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

More in Customers & CRM