Import your existing client list
In this guide, you'll learn how to import your existing client list into BeYou365 so you can start managing all your clients from one place.
Before you import
- Prepare your client list as a CSV file with the required columns: first name, last name, email, and phone number.
- Ensure that email addresses are valid and unique to avoid creating duplicate profiles.
- Remove any sensitive or unnecessary data before uploading.
Download the BeYou365 CSV template to ensure your file is formatted correctly before importing.
Import your client list
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click the Actions button and select Import clients.
- Click Upload file and select your prepared CSV file.
- Map the columns in your CSV to the matching BeYou365 fields.
- Click Import to begin the import process.
After the import
- Once the import is complete, you will receive a summary showing how many clients were successfully imported.
- Any errors will be listed so you can correct and re-upload the affected rows.
- Imported clients will appear in your Clients list immediately.
If duplicate profiles are detected after import, a notification will appear in your Clients list so you can review and merge them.