Files Bulk Uploads

Create and update clients via Uploads

You can use the Uploads feature to create and update many clients and their events at once.

You can upload in CSV or XLSX.

Columns:

  • Reference optional. Use as a unique value to reference clients.
  • First Name required.
  • Last Name required.
  • Email email and/or phone required
  • Phone
  • Event Date required. Uses the Date Format in Settings
  • Event Time optional. Uses the Time Format in Settings. If 12 hour add AM or PM.
  • Event Type required. Can be mass selected
  • Location optional. Can be mass selected