Import Data from CSV

Import contacts, invoices, and bookings from CSV files — perfect for migrating from another tool.

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Import Data from CSV

Moving from another tool? Import your existing data into OneBookPlus via CSV.

Supported Data Types

You can import:

  • Contacts — client names, emails, phones, addresses
  • Invoices — invoice history
  • Bookings — appointment records

How to Import

  1. Go to Settings → Import
  2. Choose the data type (Contacts, Invoices, or Bookings)
  3. Upload your CSV file
  4. Map columns — match your CSV columns to OneBookPlus fields
  5. Review the preview
  6. Click Import

Tips for a Smooth Import

  • Make sure your CSV has headers in the first row
  • Date formats should be DD/MM/YYYY or YYYY-MM-DD
  • Email and phone fields should be clean (no extra spaces)
  • Duplicate contacts are detected and handled

After Importing

Review your imported data to make sure everything looks correct. You can edit individual records if any fields need adjustment.

**Tip:** Export a sample from OneBookPlus first (Settings → Export) to see the expected format, then match your import file to it.