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
- 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
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