Starting Out
Importing your existing clients from a spreadsheet
Moving from paper, Excel, or another platform? Here's how to get every client into BookAndGo without losing history or duplicating records.
If you've been running on paper, Excel, or an older platform, the biggest barrier to switching is the client list. Re-typing hundreds of names is nobody's idea of a good weekend. BookAndGo's CSV import is designed to make this disappear.
The minimum viable CSV
Your CSV needs three columns: name, email, and phone. Everything else - birthday, address, notes, tags - is optional. Start with the minimum and enrich later.
Cleaning the data before import
- Delete rows with no email AND no phone - they can't be notified anyway.
- Format phone numbers consistently - the importer is forgiving.
- Remove duplicates - the importer flags them, but prevention is cleaner.
- Trim whitespace - a leading space on an email silently breaks the record.
Running the import
From Clients → Import CSV, upload your file. BookAndGo previews the first 10 rows so you can map columns. Map, confirm, import. You'll get a report showing how many were created, updated, or skipped.
Frequently asked
Can I import appointment history too?
Yes. Go to Settings, then Import & Export, and upload a CSV of past bookings. Clients are imported the same way.
What if my CSV has 5,000 rows?
Up to 2,000 clients import at a time, so split a 5,000 row file into three and import them one after another.