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Clients

Import clients from a spreadsheet

Bring your client list across from Fresha, Timely, Square, Kitomba or a spreadsheet using a CSV file.

First, download your clients as a CSV file from your old system. In Fresha that's Clients → Options → Export → CSV. In Timely, Square or Kitomba, look for Export clients and choose CSV. From Excel or Google Sheets, save or download as CSV.

  1. Go to Clients → Import clients.
  2. Under 1. Choose your CSV file, pick your file.
  3. Under 2. Check the columns, we match what we can. Fix any that are wrong, or choose Don't import for columns you don't need.
  4. Look over 3. Preview.
  5. Press Import. You'll see how many clients were added and updated.

Clients already in Eyroxis (same email or mobile) aren't added twice, and their details aren't overwritten: only empty details are filled in. Starting from scratch? Use Download a template on the import page.

Importing needs Manage clients access. Owners and admins always have it.

Still stuck?

In Eyroxis, press Help in the menu and ask us. Not signed up yet? Send us a message.