Step by step
Open Settings → Import
Go to Settings → Import. The tab requires Pro or above.
Pick an entity
Choose Customers, Services, Employees, or Bookings. Presets such as Timma, Fresha, or Setmore may appear for mapping help.
Upload and preview
Upload your CSV, review the preview, and resolve required columns before confirming.
Finish import
Confirm the import and review created or updated counts. For Customers-page-only Import, use the Customers Help guide instead.