Bulk Import Appointments

Moving from another booking system? Import your upcoming appointments from a CSV file so your calendar is complete from day one. Each row creates a new appointment; clients are matched or created from the name and phone number in the file.

Available withBookingsIncluded in the Complete plan.Plans and modules

Prerequisites

• Your appointment services and team members exist in Whautomate. The file refers to them by ID.

Steps

1. Click Appointments in the menu.
2. Click Bulk Import > Import Appointments.
3. Click Download Sample file. It lists the Staff IDs and Service IDs for your location.
4. Fill in one row per appointment and save the file as CSV.
5. Under Upload CSV File, choose the file and check the Preview.
6. Click Import and confirm both prompts. The import runs in the background and you get a notification when it is done. Progress also shows in Settings > Data Import Logs.

Columns

Column	What to enter
firstName, lastName, email	Client details
countryCode, phone	Client mobile number
serviceId	ID of an existing appointment service
staffId	ID of the team member
date	YYYY-MM-DD
time	12-hour (09:00 AM) or 24-hour (18:30)
status	PENDING or BOOKED; blank means BOOKED
disableAutomation	TRUE to send no confirmation or automation for that row
notes	Optional notes

Before you import

warning

• Imported appointments are created as custom slots: working hours and overlapping bookings are not checked.
• Only new appointments are created. Existing appointments are never updated, and the import cannot be undone.
• Client confirmation notifications and automations run for each row unless disableAutomation is TRUE. Set it to TRUE when importing past or already-confirmed appointments.
• Team members do not get push notifications for imported appointments.

Related

• Bulk Import Services
• Bulk Import Clients
• Bulk Import Classes
• Bulk Appointment Notifications