Moving from another tool? Import your existing data into OneBookPlus via CSV.
Supported Data Types
You can import:
- Contacts: client names, emails, phones, addresses
- Invoices: invoice history
- Bookings: appointment records
How to Import
- Go to Settings, then Import Data
- Choose the data type (Contacts, Invoices, or Bookings)
- Upload your CSV file
- Map columns: match your CSV columns to OneBookPlus fields
- Review the preview
- Click Import
Tips for a Smooth Import
- Make sure your CSV has headers in the first row
- Date formats should be DD/MM/YYYY or YYYY-MM-DD
- Email and phone fields should be clean (no extra spaces)
- Duplicate contacts are detected and handled
After Importing
Review your imported data to make sure everything looks correct. You can edit individual records if any fields need adjustment.
Tip: Export a sample from OneBookPlus first (Settings, then Export Data) to see the expected format, then match your import file to it.
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