Importing & migrating clients
Bring an existing client list into Upkilo from a CSV export. The migration wizard detects your source platform, maps the columns, and skips anyone already in your account before writing a single record.
Before you start
- Your file must be a .csv. Other formats are rejected at upload.
- Maximum file size is 10 MB. Split larger exports and import them in batches.
- The file needs a header row plus at least one row of data.
Exporting from your current platform
| Platform | Where to find the export |
|---|---|
| Mindbody | Reports → Client List → Export |
| Vagaro | Reports → Client Report → Download CSV |
| Acuity Scheduling | Clients → Import/Export → Export client list |
| Any other platform | Export your clients as CSV — the importer matches columns by name |
You can leave the platform on Auto-detect. Upkilo inspects the header row and picks the right format itself; choosing one manually only overrides that.
Which columns are read
Columns are matched by name, case-insensitively, with spaces treated as underscores. Anything not listed below is ignored rather than rejected, so you do not need to trim your export first.
| Field | Accepted column names |
|---|---|
| First name | first_name, firstname, first |
| Last name | last_name, lastname, last |
| email, email_address | |
| Phone | phone, mobile, cell_phone, home_phone |
| Date of birth | birth_date, dob, date_of_birth |
Duplicates are skipped, not merged
Before anything is written, Upkilo compares your file against the clients already in your account, matching on email or phone number. Anyone who matches is skipped. The preview step shows you how many rows are new and how many will be skipped, so you can re-run an import safely without creating a second copy of everyone.
Skipping means an existing client's details are left untouched. If your export has newer phone numbers or emails, those changes are not applied to clients who already exist — update those records directly instead.
Running the import
- 1Go to Settings → Migration and upload your CSV.
- 2Check the preview. It reports the total rows found, how many are new, and how many are duplicates.
- 3Confirm the import. Only then are records written to your account.
- 4You will receive a confirmation email when the import finishes. Your new clients appear under Clients.
Next steps
With your clients in place, point your own domain at your booking page so clients book somewhere that looks like you.
Custom domains guide →