Awesome! Getting your client list imported is a huge step towards having your account set up and ready to hit the ground running 🏃 There are a few ways to import your list into your Schedulicity account. We can import it for you for free, which we'd love to do, or you can give it a go!
One thing to keep in mind is that no matter how you import your clients, you'll want to be sure to check your list before an import to make sure all the info is exactly what you want, and it's always good to check for duplicate clients. This is especially important if you already have clients in your Schedulicity database. Otherwise, you could end up with a messy client list full of duplicates. Trust us; it's not fun to deal with! Be sure to triple-check your information and make sure it's just how you want it!
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Want us to import your client list?
We would looove to help get your client list uploaded into your account! You can email it to us at support@schedulicity.com, and we will gladly add your contacts for ya. This usually takes 2-3 business days, though we try to be as efficient and speedy as we can.
The file types that work the best for us to import are:
vCard (Mac, iPhone, iPad)
.csv
Excel
If we do the import for you, we can also add more details to your client records. Here is what we can add. 👇
Prefer to import your client list yourself?
How to upload from a spreadsheet on your computer
You can do that right within your account. Just head to the clients' tab and choose Import in the upper, right-hand corner. You'll see all the details you need right there (along with some examples) but let's dive in here as well!
Using Microsoft Excel or Google Sheets, format your list in this order: first name, last name, email, phone, date of birth, notes, address, city, state, postal code. Be sure to include a header labeling the information included in each column. Check out the information within your account for access to an example!
Note: A middle name can be included in the CSV file but it will not be uploaded (it won’t cause the upload to fail). Any contact without a first name will not be imported.
Save your list as a CSV (comma delimited) and then head into that Clients tab to walk through the steps laid out there.
What are those other options?
If it’s easier for you to use one of the other import options (Google Chrome, Microsoft Outlook, Yahoo, LinkedIn iCloud), feel free to go that route as well! You’ll just need to give Schedulicity access to that account, and that info will be pulled right into Schedulicity.
Pro tip: You can also upload your contact list from your iPhone to your client list! Keep in mind with this option, every contact from your phone's contact list will be imported. You will not have the option to select specific people from your list.
From the Schedulicity iOS business app, navigate to Clients
Tap on the Cloud icon with an arrow pointing up
On the next page, click on "Import Contacts"
If you haven't given permission to Schedulicity to access your contacts, tap "OK" on the pop-up window
From here, Schedulicity will upload your contacts!
If you notice any issues, you'll want to make sure that the Schedulicity business app has permission to access your contacts, which you can allow by accessing System Settings > Schedulicity.