How to import clients into your bookitLive account

Importing your clients into bookitLive account uses a CSV file containing your client details. bookitlive uses a specific file format to process the input file.

 

Download example file

Download the example file from your client page by selecting import and selecting link to download example file. Alternatively use the Export tab to download your client list.

Save your CSV file. 

Add in your client details and save file in CSV format.

Note: The columns with * are mandatory and must contain data.

id  
email* client1@gmail.com
title  
firstname* Fred
middlename  
lastname* Smith
gender  
phone 0400 000 000
fixed  
skype_id  
sms_booking_confirmation 1
sms_booking_reminder 1
email_notification 1
email_booking_notification 1
email_booking_confirmation  1
email_booking_reminder 1
email_extra_notification  
email_extra_booking_notification  
email_extra_booking_confirmation  
email_extra_booking_reminder  
email_extra  
birthday  
contact_me 1
postcode 3000
user_address  
user_address2  
user_city  
user_region  
user_country* Australia
 company  
 occupation  
 job_title  
 notes  
 reference  
 related_name  
 group_name  
anniversary  
checkbox_timestamp  

 

Note: When saving a CSV file fields that have a number starting with 0 (Zero) will drop the 0. EG a field with the number 0411999999 will drop the leading 0 and will be saved as 411999999 

To avoid the leading 0 being dropped the number should be formatted with spaces. EG 0411 999 999 


Importing clients using a CSV file

  1. Login to bookitlive
  2. Select the Client tab
  3. Select Import tab
  4. Select Choose file and select your CSV file
  5. Select Import

 

For more information regarding creating and editing CSV files.



  
  
 

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