Open Clients and choose Import. Upload a CSV file, review the parsed fields and validation errors, then start the import only after the preview is correct. Clean duplicate emails, names, phone numbers, and addresses in the source file before uploading.
Before you begin
Keep a copy of the source data and decide which records must be available on day one. Automatic import is useful for structured records, but it does not replace checking prices, relationships, availability, and customer-facing wording.
Verify the result
After an import or manual migration, open the relevant list and compare a few records with the source system. Then complete a test booking and confirm the total, duration, staff availability, and customer details.
