Overview
The data importer allows you to upload and manage contacts (clients or leads) and appointments by uploading spreadsheet data. Use this workflow to efficiently add data in bulk from CSV or Excel files, or by pasting directly from your spreadsheet tool. This feature is specific to our Standalone product.
Accessing the Data Importer
Open on Settings in the bottom left corner of the admin.
Under the Tools section, select Import Data.
Uploading Your Data
You can upload your data using a file or by pasting directly from a spreadsheet, depending on your preference.
Click Upload a file to select a CSV or XLSX file, or drag and drop your file into the upload area.
If your file is in an older format (such as XLS), convert it or use Paste from Spreadsheet.
To paste data:
Click Paste from Spreadsheet
Paste your copied data into the window
Note: For this example, the workflow proceeds with uploading a `.csv` file:
Using Templates and Initial Import Options
For first-time imports, use the default Import Data option
Using a Template: The Data Importer is designed to be intelligent; it will automatically recognize when your file matches a previously used format and apply the corresponding template. You can then choose to Review & Apply or proceed with an Instant Upload.
Selecting the Data Type
Choose the appropriate data type:
Contacts (clients or leads)
Appointments
Contacts & Appointments
Tip: For initial imports, import contacts before appointments to ensure correct linking.
Confirming Import Settings
Confirm that your file includes headers (e.g., First Name, Last Name)
Choose whether to preview your data before importing (recommended)
Click Import Data/Review & Apply/Instant Upload to continue
Mapping Fields
Mapping Your Data The next article and video will go over mapping in detail, but ultimately every column in the spreadsheet gets mapped or skipped. There a tracker to know which ones still need attention. Once you're done, the "Next" button will be clickable.
Skip any columns you do not wish to import.
Track required fields completion:
Note: The detailed field mapping process is covered in a separate guide—this workflow proceeds to the next stage after mapping is complete.
Bulk Assignments
After mapping, assign any required values not included in your file:
Client or lead designation
Default appointment type
Provider assignment
SMS notification preference
Optional referrer
Optional tag
If multiple providers exist, select the appropriate provider as needed.
Templates
At the bottom of the page, you can choose to save your configuration as a template by entering a name, update an existing template by selecting it, or continue without using a template.
Click Finish in the top right corner to begin analyzing your data.
Import Preview and Confirmation
Finalizing the Import
Review the import preview, including:
Records to be created
Records to be updated
Records to be skipped
Download a preview if needed by clicking the download icon
Click Confirm Import to complete the process
The import will run in the background. You can safely navigate away, and you will receive an email notification once the import is complete.
After completion, a summary will be available. You can return to the main Imports page at any time to review your results.
Key Takeaways
The data importer enables quick bulk imports of clients, leads, and appointments.
Supports `.csv` and `.xlsx` files, as well as direct spreadsheet data paste.
Importing contacts before appointments ensures proper data linkage.
Options include header detection, previewing, and template saving for recurring tasks.
The importer provides progress tracking, required field validation, and bulk assignment capabilities.
Conclusion
By following these steps, you can efficiently bring your client, lead, and appointment data into the system, streamlining onboarding and data maintenance. For detailed mapping guidance, refer to the next article in this series.