Importing your existing clients from a spreadsheet

If you've been running on paper, Excel, or an older platform, the biggest barrier to switching is the client list. Re-typing hundreds of names is nobody's idea of a good weekend. BookAndGo's CSV import is designed to make this disappear.

The minimum viable CSV

Your CSV needs three columns: name, email, and phone. Everything else — birthday, address, notes, tags — is optional. Start with the minimum and enrich later.

Cleaning the data before import

• Delete rows with no email AND no phone — they can't be notified anyway.
• Format phone numbers consistently — +61 preferred, but the importer is forgiving.
• Remove duplicates — the importer flags them, but prevention is cleaner.
• Trim whitespace — a leading space on an email silently breaks the record.

Running the import

From Clients → Import CSV, upload your file. BookAndGo previews the first 10 rows so you can map columns. Map, confirm, import. You'll get a report showing how many were created, updated, or skipped.