Importing data
Switching from another system or starting with an existing client list? With CSV import you bring a large number of clients, services or products into Salonnare at once. The import runs in four steps with a built-in preview check, so you see beforehand what will be imported and what goes wrong.
Where to find the import
- Go to Settings.
- Open the Import section.
What can you import?
There are three import types:
- Clients -- client details (name, email, phone, notes, date of birth).
- Services -- treatments (name, duration, price, category, VAT).
- Products -- retail items (name, price, purchase price, stock, category, SKU).
The four steps
Step 1 -- Choose type
Choose whether you want to import clients, services or products.
Step 2 -- Upload file
Drag your CSV file into the upload box or click to browse. Don't have a file in the right format yet? Click Download template to get an empty CSV template with the correct column headers. Fill in that template and upload it.
Step 3 -- Check the preview
After uploading, Salonnare parses your file and shows a preview with a status per row:
- Valid -- the row will be imported.
- Error -- the row has a problem (for example a missing name or an invalid email) and is skipped, with the reason shown.
- Duplicate -- the row matches an existing record.
At the top you see the counts: how many rows are valid, how many errors and how many duplicates.
Step 4 -- Import
Click Import to write the valid rows. Afterwards you see a summary: how many records were imported, skipped and how many errors there were.
CSV format and columns
The column headers on the first line are in Dutch and must match exactly. Preferably use the downloadable template. The fields per type:
Clients
| Column | Required | Note |
|---|---|---|
naam | Yes | Client name |
email | No | Valid email address |
telefoon | No | Phone number |
notities | No | Free-text note |
geboortedatum | No | Format YYYY-MM-DD |
Services
| Column | Required | Note |
|---|---|---|
naam | Yes | Treatment name |
duur_min | No | Duration in minutes (default 30) |
prijs | No | Price (comma or dot) |
categorie | No | Created if it does not exist yet |
btw_percentage | No | VAT percentage |
Products
| Column | Required | Note |
|---|---|---|
naam | Yes | Product name |
prijs | No | Sale price |
inkoopprijs | No | Purchase price |
voorraad | No | Stock quantity |
categorie | No | Created if it does not exist yet |
sku | No | Article code |
How are duplicates handled?
Duplicates are detected on a unique field: for clients on the email address, for products on the SKU. (Services have no duplicate check.) When a row matches an existing record, you choose in the preview step what happens:
- Skip -- leave the existing record unchanged.
- Update -- overwrite the existing record with the data from the CSV file.
Common errors
- Name is required -- every row must have a name.
- Invalid email address -- the email is not in the correct format.
- Invalid date of birth -- use
YYYY-MM-DD. - Invalid price or duration -- use a number; for prices a comma or dot is allowed.
Want to grow your client list further afterwards? See Managing clients. For your service offering, see Services.