Importing a Client List - Full Tutorial

Login to your Online Portal 

• Click Customers in the side menu

 

•  Click Import Client List

• Click Upload New Clients

• Upload a .csv customer list file
  • Click Choose File if your client list is in the correct template and format 
  • Click View an Import List Spreadsheet Example if you need an example to ensure you have the correct template and format
• Click Next

NOTE: The Client Import List will be rejected if you try importing a file that is not in correct template and format. The easiest way to import your clients is by downloading Cojilio's Client Import Template and to copy/paste your clients into the Cojilio template. 

• It is best to only import customers that have a future appointment booked
• We recommend to let all clients “register fresh” - if you import them, it will create their account for them
  • You'll want clients to register with their updated email & phone, and not import a client with an OLD email address that they don’t use anymore

 

• If you clicked, View an Import List Spreadsheet Example, the following template and format will appear.
• Reading left to right, this is the specific order and exact naming of your Client List headings: 
  • FirstName 
  • LastName
  • CountryCode
  • Phone
  • Email
  • Address
  • Postal
  • City
  • Country 
  • Province
  • Points

Note: Only the FirstName, LastName, CountryCode, Phone OR Email columns are required.

 

• The Client List Summary to be imported will appear, along with any Duplicates, Errors or Warnings.
  • Errors and Duplicates will not be uploaded.  Warnings (missing fields such as Address) will be uploaded
  • If any, click on the tab where you have Duplicates, Errors, or Warnings to resolve 
    • In this example, there is 1 error: a blank extra row
• Click Next once all Duplicates/ Errors/ Warnings are resolved

 

• The Import Summary will display how many clients will be imported
• To invite imported clients to download your Cojilio App, click the checkbox 
  • Click Import

• Once the import is completed, you can view your client list in Customers