Importing your data
Move your customers, bookings and history across from another platform.
34 articles
Before you start
Preparing your data for import
Export 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.
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What Youzse can and cannot import
Youzse imports customers, companies, services, staff, appointments, leads, quotes, invoices and reviews. Saved card details can never transfer.
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The order to import things in
Import staff first, then services, then customers, then appointments, so each import can link to the records it depends on.
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Importing your data lawfully
Every import asks where the data came from and your lawful basis for processing it, and both answers are stored against the import.
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Bringing your reviews across
Reviews use their own tool rather than the CSV wizard: pick the platform they came from, then upload a PDF or paste them in.
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The wizard
Using the import wizard
The guided migration runs Files, Mapping, Settings, Review then Run, and works out what each file holds from its headers automatically.
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Mapping columns by hand
At the Mapping step you can point any column at any Youzse field, or leave a column out of the import entirely.
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Choosing a duplicate rule
At the Settings step you choose one of four rules for matching rows: skip them, update them, replace them or flag them for review.
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Understanding duplicates
Youzse matches an incoming row to an existing customer on email first, then phone number, then close name matches.
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Moving from another platform
Import from Fresha
Youzse recognises Fresha's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Booksy
Youzse recognises Booksy's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Vagaro
Youzse recognises Vagaro's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Setmore
Youzse recognises Setmore's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from SimplyBook.me
Youzse recognises SimplyBook.me's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Acuity Scheduling
Youzse recognises Acuity Scheduling's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Square
Youzse recognises Square's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Calendly
Youzse recognises Calendly's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from QuickBooks
Youzse recognises QuickBooks's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Sage
Youzse recognises Sage's column names, so exporting your CSVs and uploading them brings clients, services and history across with the mapping already done.
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Import from Treatwell
Export your clients and history from Treatwell as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from Phorest
Export your clients and history from Phorest as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from Mindbody
Export your clients and history from Mindbody as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from Timely
Export your clients and history from Timely as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from GlossGenius
Export your clients and history from GlossGenius as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from TechMan
Export your clients and history from TechMan as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from Garage Hive
Export your clients and history from Garage Hive as CSV, then match the columns to Youzse fields yourself at the Mapping step.
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Import from a spreadsheet
Save your spreadsheet as CSV with one header row and one kind of record per file, then map the columns at the Mapping step.
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After the import
Checking your imported data
Read the created, updated, skipped and error counts, then spot-check about ten real records against your old system.
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Fixing rows that did not import
Download the error report from the import, which names the row number, the field and the reason for every row that failed.
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Rolling back an import
A finished import can be rolled back once, which removes every record it created, provided it has not been rolled back already.
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Importing after you have gone live
Take a fresh export, set the duplicate rule to Update, and it fills gaps on existing customers without overwriting work done since.
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Importing your invoices
Export your invoice list as CSV and Youzse imports numbers, dates, customer, subtotal, VAT, total, amount due and payment status.
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Importing quotes and leads
Quotes and leads import from CSV like any other record, so open opportunities carry across instead of being retyped.
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Importing staff and services
Import staff and services before appointments, and each staff member with an email address is invited to set their own password.
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