Use Import clients to add multiple customer records from a CSV or Excel file.
#Before you start
- Use a CSV (.csv), Excel (.xlsx), or Excel (.xls) file.
- Keep the file under 10MB.
- Put column headers in the first row.
- Include an email column. EasySched marks email as required.
#Import clients
- From the dashboard workspace navigation, select Clients.
- Select Import clients.
- Under Upload Customer Data File, select Choose File and select your CSV or Excel file.
- Review the detected columns in Configure Column Mappings. Confirm that Email Address (Required) is mapped to your email column. The tested file also mapped First Name, Last Name, and Phone Number.
- Select Next.
- Review the rows in Review Import Data.
- Select Start Import.
- When Import Completed Successfully appears, review the import summary and select Done.
#What happens next
EasySched shows the number of new customers, updated records, skipped records, and failed records. In the verified test, the result showed 2 new customers, 0 updated, 0 skipped, 0 failed, and Success Rate: 100.0%. The imported records then appeared under Clients > Customers.