Client Import - Mini Tutorial

Client Import File - Checklist:

Login to your Online Portal:

• Go to 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 already formatted to 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 recommended to only import customers that have a future appointment booked:

We recommend to let all clients “register fresh” - If you choose to import them, it will create an account for them

When clients register fresh, they will have their updated email address & phone number on file, instead of importing a client with an OLD email address that they no longer use

If View an Import List Spreadsheet Example was selected, the following template and format will appear:

Reading left to right, this is the specific order and exact naming of your Client List headings: 

• First Name 
• Last Name
• Country Code
• 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
• 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 below
• Click Import once you are ready to proceed
• Once Import is Complete, you can view your customers in your Online Portal
  • Now you will be able to see how the client's information transferred