Client Importer: Acuity, Calendly and CSV

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Import customers from a CSV, with a preview

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Обзор Client Importer: Acuity, Calendly and CSV

Acuity, Calendly, Mindbody or any CSV
Preview new, duplicate and invalid rows
Skips duplicates by email or phone
Report of every row not imported

Export your clients as a CSV from Acuity Scheduling, Calendly or Mindbody (or use any CSV with names, emails and phone numbers) and bring them into your site's Contacts list. How it works: upload the file, check the columns the app matched for you (change any by hand), preview exactly what will happen, then import. The preview shows how many people are new, already on your site, repeated in the file, or invalid, with the reason for every row. Duplicates are skipped by email, or by phone when there is no email. Imports run in groups, show progress, and can be stopped and resumed. Afterwards you can download a report of every row that was not imported, keeping your original columns so you can fix and re-upload it. No row cap (files up to 50 MB); it never sends an email or text to the people it imports. Honest limits: it imports customers only. It does not import appointments, services, payments, notes, addresses, birthdays or labels, does not connect to your Acuity, Calendly or Mindbody account (CSV files only), does not update contacts that already exist, and cannot undo an import. Check you have permission to email imported people before you do.

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Коммуникация Управление отношениями с клиентом (CRM)

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Client Importer: Acuity, Calendly and CSV

Обзор Client Importer: Acuity, Calendly and CSV

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