How to import clients from a spreadsheet?

Below you will find instructions on you can import leads and customers from an Excel spreadsheet in bulk using the Appointible contacts import tool.

Navigate to app.appointible.com, select Clients in the sidebar, and click on Import clients:

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Select Upload spreadsheet:

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To upload a spreadsheet file either click on the Choose a spreadsheet button or drag and drop the file you want to upload inside the dashed box. The file will now appear as selected under the dashed box and the Next: Map fields button will become available:

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After clicking the Next: Map fields button you will be prompted to map your provided columns to corresponding fields inside Appointible, the first row from the uploaded file is displayed as example values for an easier mapping process.

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Please note that the email or phone number field is required to be mapped in order to continue.

In case you can’t find the correct field in the fields list, you can create a new field by opening the fields dropdown and clicking on Create a new field which upon creation will be selected.

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After mapping the fields and pressing the Next: Organize button you will be prompted to select a list to which the clients should be imported.

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If you don’t have a list created or want to import the clients to a new list, open the list dropdown and press on Create a new list button, which will take you through a simple list creation flow.

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After either selecting or creating the list you can start the process of importing your clients by pressing the Import clients button. The import progress is visible in the import log.


{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
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