Bulk Import Services
If you have many services, or are moving from another system, import them from a CSV file instead of adding them one by one. The import creates new services and updates existing ones that have the same name and type.
Prerequisites
Add your team members first: the sample file lists their Staff IDs so you can link them to services.
Steps
- Go to Catalogue > Services and click Bulk Import.
- Click Download Sample file. It contains the right columns and your team members' IDs.
- Fill in one row per service, then save the file as CSV.
- Under Upload CSV, choose your file. Check the rows in the Preview table.
- Click Import.
Columns
| Column | What to enter |
|---|---|
| Service Type | APPOINTMENT or CLASS |
| Name, Description, Image | Text (Image is optional) |
| Duration (Mins) | Number of minutes |
| Staffs | Staff IDs separated by a pipe, for example id1|id2 |
| Appointment Type | LOCATION_VISIT, HOME_VISIT or VIRTUAL_SESSION |
| Number Of Participants | Class capacity |
| Selling Price, Cost Price | Numbers |
| Allow Online Appointment, Accept Payment Online, Active | true or false |
| Categories (Optional) | Names separated by a pipe, for example Massage|Facial |
| Custom Credit (Optional), Number Of Credits (Optional) | Credits needed to book |
Tips
- A row whose name and type match an existing service updates that service; anything else creates a new one.
- Staff IDs are on the Team Members screen and in the sample file.
- Add-ons are not imported; create them in the Catalogue.