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 | Number: what clients pay |
| 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) | true and the credits per booking, for clients who pay from a credit balance |
| Regular Price (Optional) | A price above Selling Price puts the service (or variant) on sale: clients see it struck through |
| Variant Name (Optional) | Name of the variant, for example 60 min. Rows with the same Name and Service Type and a Variant Name become one service with variants, in file order (the first is the default) |
| Staff Prices (Optional) | Per variant row: StaffID:price separated by a pipe, for example id1:100|id2:120 |
| Staff Credits (Optional) | Per variant row: StaffID:credits separated by a pipe, whole numbers |
Tips
- A row whose name and type match an existing service updates that service; anything else creates a new one.
- For a service with variants, fill Variant Name on every row of that service, or on none. Each variant row has its own Duration (Mins), Selling Price and Regular Price.
- Staff Prices and Staff Credits need a Variant Name, and every Staff ID in them must be in that row's Staffs. Leave the columns out of the file to keep the staff prices already saved; an empty cell clears them. See Service Pricing.
- Older files with a Cost Price column still import; the column is ignored.
- Staff IDs are on the Team Members screen and in the sample file.
- Add-ons are not imported; create them in the Catalogue.