Bring clients and appointment history to Dino
Preview a CSV export, match its columns, and import reviewed records from your previous booking platform.
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
You are moving from another booking platform and want to preserve useful client and appointment history.
How to use it
- Export clients or appointment history from your previous provider. Prepare one record type per CSV file; save spreadsheet exports as CSV when necessary.
- Open Import, choose the source and record type, then select the team member who should own the imported records.
- Upload the file, match the columns, and check the time zone. Update the preview after changing those choices.
- Review examples, matches, and issues before choosing Import safe rows. Read the final result and keep your original export until you have checked the records.
What to know first
- Use a CSV no larger than 2 MB with at most 5,000 data rows. Uploading creates a preview; records are added only after you confirm the import. Uploading and importing do not send client messages or booking confirmations.
- Saved cards, provider connections, passwords, and signed waivers do not transfer. The source export determines which other information is available.
- The normal undo window is 7 days, subject to record and dependency checks. Records changed after import may be protected from rollback.
- Imported clients are not automatically opted into messaging, even if the export contains consent information. Verify communication permission through your normal process before messaging them.
How it connects
Imported clients and history belong to the chosen team member. Review the client list and calendar after import before relying on the data for ongoing work.
A useful habit
Start with a small, representative file and review dates and client matching carefully before importing the rest.
Common questions
Will importing my old clients message them or replace everything?
Uploading creates a preview and does not send messages. Review matched columns, ownership, time zone, and issues before confirming safe rows. Imports do not transfer passwords, saved cards, payment connections, or signed waivers. Keep the original export until you have reviewed the results.
Read the guide: Bring clients and appointment history to Dino