Exporting your data from another tool

Almost every booking tool can give you your client list. If yours is not listed in this section, this is what to look for.

1. 1
   Look in Clients or ReportsThe export is usually on the client list itself (Export, Download, or a three dots menu) or under Reports as a client or customer list.
2. 2
   Choose CSV or ExcelEither works. A PDF cannot be imported.
3. 3
   If there is no button, ask supportWrite to the tool’s support team from the email on your account and ask for "an export of my full client list as a CSV file". It is your data, and they will send it.

What we need at a minimum

A name plus an email or a phone number for each client. Birthdays, notes, tags and marketing preferences are welcome when the file has them.

This also covers tools such as Rosy, Booker, DaySmart, Meevo, SalonBiz, Mangomint, Phorest, Timely, Wix Bookings, Schedulicity (now part of Vagaro), theCut and Momence. Send us whatever file they give you and we take it from there.

Then bring it into Stemfra

1. 1
   Import the fileIn your dashboard open Clients, choose Import, and pick the file. CSV and Excel files both work. We match the columns for you, and you can adjust any of them before anything is saved.
2. 2
   Or send it to usPrefer not to do it yourself? Send us the file and we load it for you.
3. 3
   Swap your booking linkReplace the website and booking link on your Google Business Profile, and in your Instagram bio, with your Stemfra address. From then on, clients book on your own site.

Switching to Stemfra in two steps