Step 7: Import Your Customer List into Appointy

You can import an existing customer list into Appointy instead of adding customers one by one.

Appointy supports customer imports using CSV file.

How to import customers into Appointy

Quick navigation

Customers → Import Customers → Upload CSV file → Open

Steps to import your customer list

1. Click Customers in the toolbar.
2. Click the Import Customers icon located to the left of the search bar.
3. The file upload window will open.
4. Drag and drop your customer file into the upload area, or click the window to select a file from your device.
5. Upload a supported file in CSV or .xlsx format.
6. Click Open to upload the selected customer list.

Note: The fields of CSV file should match the required fields when you import a document.

Which file formats can I use to import customers?

You can import customer lists using:

• CSV

Make sure the file is structured correctly before uploading it.

How should my customer import file be formatted?

The fields in your CSV file should match the fields required by Appointy during the import process.

If the column names or data format do not match the expected fields, the customer information may not import correctly.

Before uploading, review your file and make sure the customer details are placed in the appropriate columns.

Why should I import my existing customer list?

Importing customers can be useful when:

• Moving customer data from another scheduling system
• Setting up an existing business in Appointy
• Migrating records from a spreadsheet
• Avoiding manual entry of large customer lists

This allows you to bring your existing customer database into Appointy more efficiently.

Frequently asked questions

Can I import customers into Appointy from Excel?

Yes. Appointy supports customer imports using .CSV file.

Can I upload a CSV customer list?

Yes. CSV files are supported for customer imports.

Do the columns in my file need to match Appointy fields?

Yes. The fields in your import file should match the fields expected by Appointy.

Can I add customers without importing a file?

Yes. Customers can also be added individually, but importing is generally faster when you already have a larger customer list.

What should I check if my customer file does not import correctly?

Check that:

• The file is in a supported format
• The required fields are present
• The columns match the expected Appointy fields
• The data is entered in the correct columns