Importing your data
Move your customers, bookings and history across from another platform.
34 articles
Before you start
- Preparing your data for importExport one CSV per type of record, keep the header row exactly as your old system wrote it and check each file is under 50 MB.3 min
- What Youzse can and cannot importYouzse imports customers, companies, services, staff, appointments, leads, quotes, invoices and reviews. Saved card details can never transfer.3 min
- The order to import things inImport staff first, then services, then customers, then appointments, so each import can link to the records it depends on.3 min
- Importing your data lawfullyEvery import asks where the data came from and your lawful basis for processing it and both answers are stored against the import.2 min
- Bringing your reviews acrossReviews use their own tool rather than the CSV wizard: pick the platform they came from, then upload a PDF or paste them in.3 min
The wizard
- Using the import wizardFull migration runs Files, Mapping, Settings, Review then Run and works out what each file holds from its headers automatically.3 min
- Mapping columns by handAt the Mapping step you can point any column at any Youzse field or leave a column out of the import entirely.3 min
- Choosing a duplicate ruleAt the Settings step you choose one of four rules for matching rows: skip them, update them, replace them or flag them for review.2 min
- Understanding duplicatesYouzse matches an incoming row to an existing customer on email first, then phone number, then close name matches.2 min
Moving from another platform
- Import from FreshaYouzse recognises Fresha's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from BooksyYouzse recognises Booksy's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from VagaroYouzse recognises Vagaro's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from SetmoreYouzse recognises Setmore's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from SimplyBook.meYouzse recognises SimplyBook.me's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from Acuity SchedulingYouzse recognises Acuity Scheduling's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from SquareYouzse recognises Square's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from CalendlyYouzse recognises Calendly's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from QuickBooksYouzse recognises QuickBooks's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from SageYouzse recognises Sage's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.3 min
- Import from TreatwellExport your clients and history from Treatwell as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from PhorestExport your clients and history from Phorest as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from MindbodyExport your clients and history from Mindbody as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from TimelyExport your clients and history from Timely as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from GlossGeniusExport your clients and history from GlossGenius as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from TechManExport your clients and history from TechMan as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from Garage HiveExport your clients and history from Garage Hive as CSV, then match the columns to Youzse fields yourself at the Mapping step.3 min
- Import from a spreadsheetSave your spreadsheet as CSV with one header row and one kind of record per file, then map the columns at the Mapping step.2 min
After the import
- Checking your imported dataRead the created, updated, skipped and error counts, then spot-check about ten real records against your old system.3 min
- Fixing rows that did not importDownload the error report from the import, which names the row number, the field and the reason for every row that failed.2 min
- Rolling back an importA finished import can be rolled back once, which removes every record it created, provided it has not been rolled back already.2 min
- Importing after you have gone liveTake a fresh export and set the duplicate rule to Update. It fills gaps on existing customers without overwriting work done since.2 min
- Importing your invoicesExport your invoice list as CSV and Youzse imports numbers, dates, customer, subtotal, VAT, total, amount due and payment status.2 min
- Importing quotes and leadsQuotes and leads import from CSV like any other record, so open opportunities carry across instead of being retyped.2 min
- Importing staff and servicesImport staff and services before appointments. Each staff member with an email address is invited to set their own password.2 min
Still need a hand?
Send the team your question with as much detail as you can. We will help you sort it.