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Import Customers - Web Version

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Donna J
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The Import tool allows you to upload customer contacts to your Vagaro account. You can import clients from an Excel spreadsheet, Google Mail, Outlook Mail, Yahoo Mail, and your mobile devices. You can also share data between two Vagaro accounts.

Note

Our support engineers also can import your client list directly to your account. Send the file in an Excel or CSV format to support@vagaro.com.

Related article: Import Customers - Vagaro Pro app

  1. Navigate to Customers → Import Management.

    stock_cust_import_mgmt_2x.png

  2. Select one of the import options.

    import_screen_2x.png

Import from Excel

imp_excel_2x.png

  1. Click sample excel file to download a template for formatting customer information before importing it to Vagaro.

  2. When you have the file ready, click Import.

  3. Use the Vagaro File Uploader to find and upload the Excel file.

    excel_file_uploader_2x.png

  4. See the next steps in Finishing the Import Process.

Note

If you see this pop-up:

multi_sheet_error_2x.png

It means that your Excel file has more than one sheet:

excel_2_sheets_2x.png

Either delete one of the sheets (if they contain the same information) or copy the info from one sheet, paste it into a new Excel document with only a single sheet, save the new document and try the upload again.

If this doesn't work, send the document to support@vagaro.com for our import team to upload.

Import from Google

imp_google_2x.png

  1. Click Import.

  2. Enter your email or phone number. Click Next when you are finished.

    google_sign_in_1_2x.png

  3. Enter the password. Then, click Next.

    google_sign_in_2_2x.png

  4. Click Allow.

    google_sign_in_3_2x.png

  5. See the next steps in Finishing the Import Process.

Import from Outlook

imp_outlook_2x.png

  1. Click Import.

  2. Enter your email, phone number, or Skype ID, and click Next.

    outlook_sign_in_1_2x.png

  3. Enter the password and click Sign in.

    outlook_sign_in_2_2x.png

  4. Give Vagaro permission to access your information.

    outlook_sign_in_3_2x.png

  5. See the next steps in Finishing the Import Process.

Import from Yahoo

imp_yahoo_2x.png

  1. Click Import.

  2. Enter your username, email, or mobile phone number and click Next.

    yahoo_sign_in_1_2x.png

  3. Enter the password and click Next.

    yahoo_sign_in_2_2x.png

  4. Give Vagaro permission to access your information.

    yahoo_sign_in_3_2x.png

  5. See the next steps in Finishing the Import Process (next).

Finishing the Import Process

  1. View the Import Summary screen.

    It will show invalid contacts, and you can edit them before completing the import request.

  2. Click Import.

    import_confirm_2x.png

  3. Select a Service Provider to assign the imported customers.

    imp_svc_prov_2x.png

  4. Click the checkbox to Invite customers to your Vagaro booking page to send an invitation email to added customers.

    This email includes a link to your booking page.

  5. Click Proceed.

  6. Click OK to confirm the import.

    imp_info_ok_2x.png

Note

  • It could take up to 2 hours to complete the import, depending on the number of contacts you are importing

  • If the Excel spreadsheet import doesn't work, try clearing your browser's cache and cookies and then repeat the import process. (See Clear Cache and History on a Web Browser)

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