Import Data from CSV

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.