Importing your clients into bookitLive account uses a CSV file containing your client details. bookitlive uses a specific file format to process the input file.
Download example file
Download the example file from your client page by selecting import and selecting link to download example file. Alternatively use the Export tab to download your client list.
Save your CSV file.
Add in your client details and save file in CSV format.
Note: The columns with * are mandatory and must contain data.
| id | |
| email* | client1@gmail.com |
| title | |
| firstname* | Fred |
| middlename | |
| lastname* | Smith |
| gender | |
| phone | 0400 000 000 |
| fixed | |
| skype_id | |
| sms_booking_confirmation | 1 |
| sms_booking_reminder | 1 |
| email_notification | 1 |
| email_booking_notification | 1 |
| email_booking_confirmation | 1 |
| email_booking_reminder | 1 |
| email_extra_notification | |
| email_extra_booking_notification | |
| email_extra_booking_confirmation | |
| email_extra_booking_reminder | |
| email_extra | |
| birthday | |
| contact_me | 1 |
| postcode | 3000 |
| user_address | |
| user_address2 | |
| user_city | |
| user_region | |
| user_country* | Australia |
| company | |
| occupation | |
| job_title | |
| notes | |
| reference | |
| related_name | |
| group_name | |
| anniversary | |
| checkbox_timestamp |
Note: When saving a CSV file fields that have a number starting with 0 (Zero) will drop the 0. EG a field with the number 0411999999 will drop the leading 0 and will be saved as 411999999
To avoid the leading 0 being dropped the number should be formatted with spaces. EG 0411 999 999
Importing clients using a CSV file
- Login to bookitlive
- Select the Client tab
- Select Import tab
- Select Choose file and select your CSV file
- Select Import
For more information regarding creating and editing CSV files.
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