Importing the customer list

Here's how you can import a list of your customers in Appointy:

Quick Nav – (Customers → Click on the ‘Import customers’ icon appearing on the left of the search bar → Drag and drop the file or click to choose a file from your device to import → Click on ‘Open’ → Map the fields in your file with the fields in Appointy’s customer database → Click on ‘Next’ → Select the customers you want to import of click on ‘Select All’ → Click on ‘Import’)

1. Log into your Appointy admin panel.
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2. Click on the ‘Customers’ icon in the toolbar appearing on the left.
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3. Click on the ‘Import customers’ icon appearing on the left of the search bar in the customer list side panel next to the toolbar.
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4. In the ‘Upload CSV’ pop-up window, drag and drop the file or click to choose a file from your device to import. You can also download a sample file by clicking on the ‘download sample’ link beside the ‘Upload CSV’ title.
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5. Once you have added a file, click on ‘Open’.
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6. Map the fields in your file with the fields in Appointy’s customer database by clicking on the tab against each field and selecting one from the drop-down that appears.
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7. Click on ‘Next’ once you have mapped the fields.
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8. Select the customers that you want to import in the ‘Select customers to insert’ pop-up window or straightway click on ‘Select All’ to import all the customers.
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9. Click on ‘Import’.
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Note: The supported file formats are CSV and .xlsx.