All Systems Operational

Import Contacts / Move Your Customers to Vagaro

We now offer alternate ways to import a list of clients into your Vagaro account. This forum will go over the different ways of moving your customers to Vagaro and how to format your file in Excel. How to import contacts from Excel, Google, Outlook, as well as Yahoo.

If you have an employee that is moving from one Vagaro account to another, this forum will also explain how to copy the contacts from one to the other.

Check out the video below to learn how to get your clients into Vagaro or you can read the forum below.

 For Brand New Vagaro Customers:

 For Employees Moving Vagaro Accounts:

If an employee is moving from one Vagaro account to another follow these two steps.

 

Import with Excel

 

1.The imported Excel file needs its headers to be an exact match to those in the picture below and saved as an ".xls" file. Click the following link to download a copy of the sample customer list

imports12.png

 

2. Click on Customers then Import Customers.

import2.png

 

3. Hover your mouse over Excel.

imports4.png

 

4. To download the import template click Download.

excelimport2.0 

 

5. After you have formatted your contacts to the correct template click on Import.

excelimport3.png

 

6. Click Browse and Select the file from your computer then click Upload.

excelimport4.png

 

7. The names of your customers will come up and the system will tell you if an entry is invalid (red) and if the entry was Valid (green). Hovering over the red block will display why the entry is invalid, you can edit invalid contacts through this page to correct them. 

excel_import.png

 

8. After all of your contacts are valid Click on Import.

importimport.png

 

9. If the customers need to be attached to a certain service provider, select the provider under the drop down menu. You can also invite all of the customers you imported, and let them know that you are using Vagaro by checking "Invite customers to your Vagaro booking page", after you are done click Proceed to start the import.

finalimport.png

Back to Top...

_______________________________________________________________________________

Import with Google

 

1. Click on Customers then Import Customers.

import2.png

 

 

2. Hover your mouse over Google, then click Import.

google_import.png

 

3. Sign In to your Google account.

googleimport2.png

 

4. Click Accept.

googleimport2png.png

 

5. The names of your customers will come up and the system will tell you if an entry is invalid (red) and if the entry was Valid (green). Hovering over the red block will display why the entry is invalid, you can edit invalid contacts through this page to correct them.

googleimport3.png

 

6. After all of your contacts are valid click on Import.

importimport.png

 

 

7. If the customers need to be attached to a certain service provider, select the provider under the drop down menu. You can also invite all of the customers you imported, and let them know that you are using Vagaro by checking "Invite customers to your Vagaro booking page", after you are done click Proceed to start the import.

finalimport.png

Back to Top...

_______________________________________________________________________________

Import with Outlook

 

1. Click on Customers then Import Customers.

import2.png

 

 

2. Hover your mouse over Outlook and then click Import.

outlook_import.png

 

3. Sign in to your Outlook account.

outlook_import2.png

 

4. The names of your customers will come up and the system will tell you if an entry is invalid (red) and if the entry was Valid (green). Hovering over the red block will display why the entry is invalid, you can edit invalid contacts through this page to correct them.

outlookimport.png

 

5. After all of your contacts are valid click on Import.

importimport.png

 

 

6. If the customers need to be attached to a certain service provider, select the provider under the drop down menu. You can also invite all of the customers you imported, and let them know that you are using Vagaro by checking "Invite customers to your Vagaro booking page", after you are done click Proceed to start the import.

finalimport.png

Back to Top...

_______________________________________________________________________________

Import with Yahoo

 

1. Click on Customers then Import Customers.

import2.png

 

 

2.Hover your mouse over Yahoo and then click Import.

yahoo.png

 

3. Sign in to your Yahoo account.

yahooimport.png

 

4. The names of your customers will come up and the system will tell you if an entry is invalid (red) and if the entry was Valid (green). Hovering over the red block will display why the entry is invalid, you can edit invalid contacts through this page to correct them.

import_contactsyahoo.png

 

5. After all of your contacts are valid click on Import.

importimport.png

 

 

6. If the customers need to be attached to a certain service provider, select the provider under the drop down menu. You can also invite all of the customers you imported, and let them know that you are using Vagaro by checking "Invite customers to your Vagaro booking page", after you are done click Proceed to start the import.

finalimport.png

Back to Top...

_______________________________________________________________________________

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk