How to import customers into your Now Book It account

Header row - the first row of your CSV. It lists the field names (for example, First Name, Phone) that tell Now Book It what each column below it contains.
Data rows - every row after the header. Each one represents a single customer, with their details lined up under the matching header field.

What your file needs

Your file must include every field listed below, in the exact order shown, separated by commas - even if you don't have data for a field. If, for example, you don't have a customer's email address, leave that column blank rather than removing it from the header.

At a minimum, each customer needs:

Either a first name or a last name.
Either a primary phone number or an email address.
If you're including a birthday, one of these combinations:
a. Birthday Date and Birthday Month.
b. Birthday Date, Birthday Month, and Birthday Year.

CSV header fields

Use these exact field names, in this exact order, as the first row of your file:

Index	CSV Header Value	Description	Required
1	First Name	Customer's first name	Yes (see above)
2	Last Name	Customer's last name	Yes (see above)
3	Phone	The customer’s primary phone number (preferably mobile) in international format. eg: +61412000000	Yes (see above)
4	Additional Phone	The customer’s additional phone number. This does not have a strict format and will be saved as free text	No
5	Email	The customer’s e-mail. This should be in the format abc@xyz.domain
6	Street Address	Customer's street address	No
7	Suburb	Customer's Suburb	No
8	Postcode	Customer's Postcode	No
9	BirthdayDate	The customer’s birthday date, e.g if customer was born on 21 September 1980, the value will be 21	No (see above)
10	BirthdayMonth	The customer’s birthday month, e.g if customer was born on 21 September 1980, the value will be 9	No (see above)
11	BirthdayYear	The customer’s 4 digit birthday year, e.g if customer was born on 21 September 1980, the value will be 1980	No (see above)
12	Subscribed	If the customer has opted-in to receive communication from the venue	No
13	Company	Company the customer works for	No
14	Customer Notes	Any notes the venue has regarding the customer	No

Preparing your file

Download our import template and copy your existing customer data from your previous booking system across into it, matching each column.
Clean up your data before importing:
a. Make sure every phone number starts with +61, has the leading 0 removed, and has no spaces or symbols.
b. Put any landline numbers in the Additional Phone column.
If you're editing your file in Excel, format the Phone, Additional Phone, BirthdayDate, BirthdayMonth, and BirthdayYear columns as Text before pasting your data in. Excel can otherwise drop leading zeros and plus signs, which affects your phone numbers.
Once your file matches the format above, save it as a CSV.

Importing your file

Go to Organisation > People > Customers.
Select Import.
Choose your CSV file.
Enter an email address. The import runs in the background and can take a few minutes depending on how many customers you're importing - we'll email you at this address once it's finished.

Note: customers are imported at the Organisation level, not to a specific venue. This means you can create a booking for an imported customer in any venue straight away - but they won't appear in a venue's Customers tab until they have a booking at that venue.

If there are errors

Once you select your CSV file, we check it before starting the import.

If there are errors, you'll see a list straight away, including which row each one occurs in. Fix these in your file and try the import again.
If there are no errors, the import begins automatically.