Import clients from Excel or CSV

If you already have a client list, you don't have to type clients in one by one. You import them in one go from an Excel or CSV file. You don't need to change the file first: Saloon finds the row with column names itself and matches the columns to the right fields.

What you can import

• Files: Excel (.xlsx) and CSV (.csv, .tsv or .txt). From an Excel file Saloon reads the first sheet that holds a table.
• Open an older Excel file (.xls) or a file from Numbers or OpenOffice first and save it as an Excel workbook (.xlsx) or CSV.
• Fields: first name or full name, last name, email address, mobile number, extra phone number, date of birth, gender, address (or street and house number separately), postal code, city, country, marketing consent, customer since, team alert and a note.
• If you don't have a file yet, click Download template in the first step for a CSV file with the columns and an example.

Run the import

1. Go to Customers, click Options and choose Import customers. If you have no clients yet, the Import customers button is also in the middle of the page.
2. Drop your file in Upload file or click Choose a file. You see how many rows and columns it has. Click Next step.
3. Under Check the columns, check which column goes with which field and change what is wrong. Choose Don't import for a column you don't want. One column must be matched to First name or Full name.
4. Under Country of your customers, choose the country for phone numbers without a country code and addresses without a country.
5. If your file has no column for consent, or that column is empty, say whether these clients agreed to receive marketing: Yes, they have agreed or No, or I don't know. Click Next step.
6. Under Check the customers you see how your clients will appear in Saloon. Nothing has been saved yet. Look at the tabs To import, Remarks and Skipped. Download these rows gives you the rows as a file to correct.
7. Click the button with the number of clients, for example Import 120 customers. Keep the window open until the import is finished.
8. Under Import complete you see how many clients were added. Click Done.

What happens to your rows

• Skipped: a row without a first name, a client who is already in your list (the same name with the same email address or phone number; without an email address or phone number, the same name with the same date of birth) and a client who appears earlier in the file.
• Remark: a value Saloon can't read, such as an invalid email address or an unreadable date of birth. The client is imported without that value. A text that is too long is shortened, and an unknown country becomes the country you chose for the file.
• Phone numbers are put in the right format, and an address in one column is split into street and house number.
• Customer since becomes the date the client was created. Every client gets the client channel Geïmporteerd.
• The Note column becomes a note on the client profile, the Team alert column an alert with every appointment.
• Nobody receives an email or message because of the import.

If the import is interrupted

If your internet drops or something else goes wrong, you see The import was interrupted and how many clients are already in. Click Continue to carry on where the import stopped. What is already in is not added twice.

Importing takes Can import clients. You set it in Settings › Team members › Permission roles.

Frequently asked questions