When you switch to Appointedd, it's important to understand what data can be imported and how.
Bookings: We don't offer an automated way to import existing bookings, as every booking system stores and formats booking data differently. This means bookings themselves can't simply be uploaded from your previous provider.
Customer data: You can self-serve import your customer data into Appointedd via a simple CSV upload - see the steps below.
Enterprise customers: If you're on an enterprise plan and need existing and historical booking data migrated, we do offer a dedicated data import service for an additional cost. Get in touch with your Client Partner to discuss this option.
Steps to import customer data
Go to your current online booking provider and export your customer data. The exact process depends on which booking system you use-— check their support articles if you need help locating this option.
When exporting, make sure to save your customer data as a CSV file.
Log in to your Appointedd account and go to the Customers page.
Scroll down and click Import customers.
Make sure your customer data CSV matches this format.
Click Choose file and select your customer data CSV.
Your customer data will now be stored within Appointedd.
Need help?
If you're still unsure, we're here to help! Get in touch anytime via the chat icon in the bottom right-hand corner of your screen.