Import from Timely

You can move from Timely to Youzse with a CSV export. Timely is not one of the platforms whose column names Youzse recognises on sight, so you match the columns yourself at the Mapping step, which takes a couple of minutes per file.

Exporting from Timely

Sign in at gettimely.com.

1. 1Open Reports.
2. 2Run the client list report and export as CSV.
3. 3Run the appointment report across your full history and export.
4. 4Export your service list from the services area.

Save each export as CSV. If it arrives as an Excel file, open it and use Save as to produce a CSV, because the importer accepts CSV only.

Uploading to Youzse

1. 1Go to Import Data in the sidebar
2. 2Start the guided migration and add your files at the Files step
3. 3At the Mapping step, point each column at the Youzse field it belongs to, which is the part that matters here
4. 4At the Settings step, describe where the data came from and pick your lawful basis
5. 5Review the counts and run it

Mapping a Timely export

Name the files clearly, something like clients.csv and appointments.csv, because the record type is worked out partly from the filename. Then map the essentials and leave the rest unmapped.

• For customers: first name, last name, email and phone. Everything else is a bonus
• For appointments: start date and time, service name, customer name, staff name and status
• For services: name, duration in minutes and price

If your file has one full name column, map it to the full name field rather than splitting it yourself. If date and time sit in separate columns, combine them into one column in your spreadsheet before uploading.

What will not come across

• Saved card details, which no platform can transfer
• Photos and attachments
• Loyalty balances and package credits
• Staff logins, because staff are invited to set their own password

Common questions

Does Timely export everything at once?

No, it is report by report. Export clients, appointments and services separately, then upload all three files.

Do consultation forms come across?

No. Rebuild them under Forms, which also lets customers complete them before they arrive.

What about my Timely deposits?

Existing deposit records are not imported. Set deposit rules up under Settings, then Booking Rules.