Importing clients from CSV or XLSX
How to move your client base from a spreadsheet or another app: the template, which columns YEMISCE recognises, checking the file before import, and what happens to clients who are already in the base.
Updated
On this page
Preparing the fileUploading the fileIf a client is already in the baseGood to knowRow errorsFAQImporting a file from another serviceIf you already keep clients in a spreadsheet, notebook or another app, there is no need to enter them one by one. Upload a CSV or XLSX file — YEMISCE shows what it recognised and adds the clients only after you confirm.
Preparing the file
The easiest start is the template:
- Open “Clients” → “Import clients”.
- Click “Download template”. You get an Excel file with column names in your cabinet language.
- Delete the sample clients from the template and paste in your own.
You can also use your own spreadsheet. YEMISCE tries to recognise column names in the first row of the first sheet; column order and letter case do not matter. If the names differ, map the columns manually after checking the file.
| What | Column name | Required |
|---|---|---|
| Name | “Name”, “Client” or “Customer name” | yes |
| Phone | “Phone”, “Tel” or “Mobile” | phone or email |
| “Email” or “E-mail” | phone or email | |
| Note | “Note”, “Notes” or “Comment” | no |
| Birthday | “Birthday”, “Birth date” or “Date of birth” | no |
| Last visit | “Last visit date” or “Last visit” | no |
| Number of visits | “Total visits” or “Visits” | no |
Ukrainian column names (Ім'я, Телефон, Нотатка, День народження, Дата останнього візиту, Кількість візитів) are recognised as well.
A few rules for the data:
- include the country code in phone numbers, for example +380671112233. A number without a code is treated as a number from your business's country;
- dates as 2026-08-12 or 12.08.2026, or a regular Excel date;
- empty rows are skipped;
- a file can hold up to 1,000 clients and be up to 5 MB.
Uploading the file
- “Clients” → “Import clients”.
- Choose your file in the “CSV or XLSX file” field.
- Click “Check file”. Nothing is added yet — this is only a check.
- Check and adjust the column mapping if needed, then click “Check file” again. In the preview, review the number of new and existing clients, errors and the first 10 recognised rows.
- If everything looks right, click “Import clients”.
You will see “Clients imported.”, and the clients appear in the list.
Rows with errors are skipped; all other rows are imported. To add the skipped ones, fix the file and upload it again.
If a client is already in the base
A client counts as the same person when the phone or email matches. YEMISCE then does not create a second card but only fills in the existing one:
- the name is not changed;
- email, note and birthday are added only if the card does not have them yet;
- the last visit date is updated if the file's date is later;
- the number of visits is updated if the file's number is higher.
So it is safe to upload the same file again.
Good to know
- Clients receive no messages about the import.
- If a row has no number of visits, the client gets 1 visit when the file has a last visit date, and 0 when it doesn't. After that, visits that have already taken place in YEMISCE are added to the visits from the file.
- The last visit date from the file affects the order of the client list. Until the client has a visit with you in YEMISCE, the client list shows this date under “Last booking”. “Visit history” in the card shows only bookings made in YEMISCE.
Row errors
- “Missing name” or “Missing phone or email” — the name or both contact cells are empty.
- “Invalid phone number” — the number does not look real. Check the digits and the country code.
- “Invalid last visit date” or “Invalid birthday” — the date could not be read. Use 2026-08-12 or 12.08.2026.
FAQ
I see “Select name and phone or email columns”.
Map the name and at least one contact to columns in your file, or use the template.
I see “Too many rows”.
The file has more than 1,000 clients. Split it into several files and upload them one by one.
I see “Only CSV or XLSX files are supported”.
Save the spreadsheet as .xlsx or .csv. The old .xls format is not supported.
I see “Invalid file”.
The file is damaged or could not be read. Save the spreadsheet again as .xlsx and retry.
I see “The file is too large: up to 5 MB.”
The file is bigger than 5 MB. Remove extra sheets and columns from it, or split the clients into several files.
I see “Choose a CSV or XLSX file.”
No file was chosen. Choose it in the “CSV or XLSX file” field and click “Check file” again.
I see “Import is available with an active subscription.”
Your access to YEMISCE has ended. Pay for the subscription and try again — see Subscription payment: monthly or annual.
I see “Too many attempts. Try again later.”
You can check files up to 10 times in 15 minutes. Wait a little.
Can I undo an import?
No. Clients cannot currently be deleted from the base in the cabinet, so review the “Preview” carefully before clicking “Import clients”.
Importing a file from another service
In Clients, upload a CSV or XLSX file (up to 5 MB and 1,000 rows). An export from another service does not need to match the YEMISCE template: after selecting it, check which columns represent name, phone, email, notes, birthday, last visit date and number of previous visits. Use a different column for each field. Name and at least one contact — phone or email — are required. The phone number must be valid for the business country or include an international prefix.
Before confirming, you can see how many clients are new or already present, any errors and the first 10 rows. Rows without a name or contact, with an invalid phone/date or a repeated contact in the same file are skipped. If a phone and email already belong to two different client profiles, the row is not merged automatically; review it manually. Existing clients are matched by phone or email, so re-uploading the same list does not create duplicate profiles. Import does not overwrite populated profile fields; it only moves a previous visit count or last-visit date forward. Other possible errors are “Invalid email” and “Invalid previous visit count” (fix those cells), and “Repeated contact in this file” (remove the repeated row).