Importing the customer list

Here's how you can import a list of your customers in Appointy:

Quick Nav – (Customers → Click on the ‘Import customers’ icon appearing on the left of the search bar → Drag and drop the file or click to choose a file from your device to import → Click on ‘Open’ → Map the fields in your file with the fields in Appointy’s customer database → Click on ‘Next’ → Select the customers you want to import of click on ‘Select All’ → Click on ‘Import’)

1. Log into your Appointy admin panel.

2. Click on the ‘Customers’ icon in the toolbar appearing on the left.

3. Click on the ‘Import customers’ icon appearing on the left of the search bar in the customer list side panel next to the toolbar.

4. In the ‘Upload CSV’ pop-up window, drag and drop the file or click to choose a file from your device to import. You can also download a sample file by clicking on the ‘download sample’ link beside the ‘Upload CSV’ title.

5. Once you have added a file, click on ‘Open’.

6. Map the fields in your file with the fields in Appointy’s customer database by clicking on the tab against each field and selecting one from the drop-down that appears.

7. Click on ‘Next’ once you have mapped the fields.

8. Select the customers that you want to import in the ‘Select customers to insert’ pop-up window or straightway click on ‘Select All’ to import all the customers.

9. Click on ‘Import’.

Note: The supported file formats are CSV and .xlsx.

Updated on: 03/09/2021