Tidy24 currently supports guided CSV import and export for clients and individual services. You can also export company data for backup or review. Staff, locations, pricing logic, existing reservations, and scheduling history still require a manual migration plan with the Tidy24 team. If you need help with a part that is not covered by the built-in import, leave a migration request and we can complete that work for free.
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.
