How Do I Import My Client List via CSV?
How Do I Import My Client List via CSV?
Upload a CSV file to add multiple clients to your waitlist at once — no manual entry required.
Before you import
- You need at least one appointment type set up in FullSlot (Settings → Appointment Types)
- Each client needs either a phone number or an email address (ideally both)
- The CSV must have a header row
Required CSV columns
| Column | Required | Notes | |--------|----------|-------| | `name` | Yes | Client's full name | | `phone` | One of these | Format: +15551234567 or 5551234567 | | `email` | One of these | Standard email format | | `appointment_type` | Yes | Must match a schedule name exactly |
Download the example CSV from the import page to see the exact format.
Steps
1. Go to Clients → Import.
[Screenshot placeholder: Clients page with Import button highlighted]
2. Download the example CSV if you need a template to work from.
3. Prepare your CSV. Open it in Excel, Google Sheets, or any spreadsheet app. Fill in your client data. Save as `.csv`.
4. Select your CSV file and click Import. FullSlot will validate the file and show you a preview before saving anything.
5. Review the results. You'll see how many clients were imported, how many were skipped (duplicates), and any rows with errors.
Handling duplicates
If a client with the same email already exists on that waitlist, FullSlot skips the import for that row and keeps the existing record. It won't create duplicates.
If a client has no email (phone-only record), FullSlot matches by name. If the name matches an existing record, it updates the record rather than creating a new one.
Common errors
"appointment_type not found" The value in your `appointment_type` column doesn't match any schedule name in FullSlot. Check Settings → Appointment Types for the exact name.
"phone number invalid" Phone numbers must be digits only — no dashes, spaces, or parentheses (or use E.164 format: +15551234567).
"missing required field" Every row needs a name and at least one of phone or email.
Related articles
- What columns does the CSV need?
- Adding clients manually
- Removing a client from the waitlist