CSV client import
Bring your clients with you
Switching booking platforms is scary. Losing your client list is scary-er. Good news: you don’t have to. Every competitor exports CSV; goldenhour imports CSV. Ten minutes, done.
Three-step import
- 1.Export from your current tool (see your platform below).
- 2.In goldenhour: Settings → Import → drag the .csv file in.
- 3.Click Start import and watch the progress page. Columns are auto-detected; files up to 4 MB per upload (split bigger ones; re-runs never duplicate).
Where your data lives
Export instructions per platform
Square Appointments
Export path
Easiest: Settings → Import → Connect Square (one click, no files). CSV alternative: Dashboard → Customers → Directory → ... → Export; Items → Library → Actions → Export Library (re-save the .xlsx as CSV); Reporting → Reports → Appointments → Export CSV
Connect Square pulls services, customers, and bookings straight from your Square account; big books import in stages while you watch the progress page. CSVs work too, and both paths recognize each other's rows, so mixing them never duplicates.
Vagaro
Export path
Settings → Reports → Customer Listing → Export CSV; Appointment History → Export CSV; Settings → Services → Export Services
The services export is paid-tier only; skip it and goldenhour rebuilds your menu from the appointment history automatically.
GlossGenius
Export path
Email support@glossgenius.com and ask for your Client List + Booking History as CSV (about a day turnaround)
GlossGenius doesn't export services; goldenhour rebuilds them from your bookings CSV automatically.
Acuity Scheduling
Export path
Business Settings → Import & Export → Export: Client list CSV, Appointments CSV, Appointment types CSV
Export appointments with date range set to All time so your full history carries across.
Booksy
Export path
Settings → Customers → ... → Export CSV; Settings → Calendar → ... → Export CSV
Booksy doesn't expose a services export; goldenhour rebuilds services from your past appointments.
What carries over
- Client name + contact info (phone, email, birthday)
- Notes / preferences / allergies (concatenated into the client notes field)
- Service menu (names, durations, prices, rebuilt from your bookings when your old tool doesn’t export services)
- Appointment history with staff attribution (so rebook nudges, visit memory, and per-staff calendars work from day one)
Not imported: past payments, gift card balances, package balances, membership status. Those require API-level migration which we’ll do for you on request: contact support if you have meaningful balances to carry across.
Switching choreography
Recommended cutover sequence
- Day -7: Set up goldenhour services, hours, deposit policy. Don’t share the booking link yet.
- Day -3: Import your client list. Verify a few records look right.
- Day -1: Turn off new-booking intake on your old tool. Existing appointments stay put + you finish them out there.
- Day 0 (launch): Update your IG link-in-bio + Google Business Profile to point at goldenhour. Post a story announcing the move.
- Day +30: Cancel your old tool. By now every active client has rebooked through goldenhour.
FAQ
- Which platforms can I import from?
- Square Appointments (one-click Connect, or CSV), Vagaro, GlossGenius, Acuity Scheduling, and Booksy. Column names are auto-detected, including the common renames between export versions. Coming from somewhere else (Mindbody, Fresha)? Contact support and we'll migrate you by hand.
- What comes across?
- Clients (name, phone, email, birthday, notes), your service menu, and your appointment history with staff attribution. Visit history powers rebook nudges and client memory from day one. Not imported: past payments, gift card balances, package balances, membership status. Contact support if you have meaningful balances to carry across.
- Will my clients get a 'new account' SMS when I import?
- No. Imports are silent: no SMS or email is sent. Your clients won't know you switched until their next reminder fires from goldenhour. We recommend keeping imports silent + announcing the change via your own channels (IG story, manual SMS).
- What happens if I import twice, or my upload dies halfway?
- Nothing bad. Every imported row keeps its original platform id, so re-running an import skips everything that already came through and just fills the gaps. A re-run with a better export can even heal earlier rows that were missing a name, contact info, or staff attribution. Hand-edited records are never overwritten.
- Can I undo an import?
- There's no one-click revert. Imports are additive (nothing existing is overwritten), so unwanted imported services can be archived and unwanted clients removed from the client screen. If a large import went sideways, contact support and we'll clean it up with you.