Importing clients: from a CSV file or from your CRM

Where to find it

Open Customers in the left menu. At the top right there are two buttons: Import (from a file) and Import from CRM.

Importing a CSV file

1. 1Click Import.
2. 2Click Upload File and choose a file with the .csv extension.
3. 3If you like, pick a tag: it is added to every client from the file. Need a new tag? Click Add tag and create it right there.
4. 4Click Upload. When the upload finishes, a message shows how many clients were imported and how many rows had errors, and the list refreshes.

Which columns you need

Columns are matched by the headers in the first row. There is no separate field-mapping step, and nothing that isn’t recognised is lost.

Example file:

name,phone,email,note
Chloe Bennett,+34 611 55 58 14,chloe@example.com,Morning slots
Grace Turner,+34 622 55 57 03,,

If the client already exists

Clients are recognised by phone number, and by client_id if your file has it. When a client with that phone already exists, no new card is created: the existing one is updated. A name the card already has is never overwritten, while the email and other columns are updated from the file. So you can upload the same file again without creating duplicates.

Importing from your CRM

Import from CRM brings in clients together with their visit history. Right now, Altegio is the booking system that can export its client base, so connect it first: AI Agent → App Directory. Until a booking system is connected, the window says “This workspace has no active CRM connections.”

1. 1Click Import from CRM.
2. 2Under Branches, every branch of yours with a connected CRM is already ticked. With several branches, the import runs for all of them at once; untick any you don’t need.
3. 3Choose How far back to read visits: six months, one year or two years. Two years is the default.
4. 4Click Import.

What comes over:

• ·clients with a phone number (clients without one are skipped: you can’t message them, and their visits can’t be matched);
• ·visits for the chosen period plus bookings 90 days ahead: they show in the client card under Visit history, and the Bookings and Last Seen columns in the list are updated;
• ·client categories from Altegio as tags, and “no marketing messages” marks.

Import only adds and updates. It never deletes clients or visits.

Where to see the result

The import runs in the background, so you can close the window. For a large salon it takes a few minutes. Progress and the result are shown in the same window under Run history: the status (Queued, Running, Done, Partial, Failed) and how many contacts and bookings were brought in.

Tips

• ·Write phone numbers with the country code, for example +34 611 55 58 14. A number without it is saved as is and may not match a client you already have.
• ·Save the file as comma-separated CSV in UTF-8. The easiest way is from Google Sheets: File → Download → CSV. Some spreadsheet apps use semicolons in some regions, and such a file isn’t recognised.
• ·Tag everyone you import, for example “Import October”. Later they are easy to find by that tag.
• ·Before a big upload, try a file with two or three rows and check the cards.
• ·For import from CRM, keep two years of history: you can see how often a client comes, even if they book once every few months.

FAQ