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How to move your clients from a notebook, a spreadsheet or another app

The biggest fear when switching software is losing your client base and spending a week retyping contacts. In Gako, clients and services are loaded from a file in an evening — and if you'd rather not deal with it, the team moves everything for free.

Prepare the file

Gako accepts CSV and Excel (XLSX) spreadsheets. The first row holds column headers: name, phone, e-mail and any other fields you have.

If your clients are in a notebook, copy them into Google Sheets or Excel and download it as XLSX. If they're in another app, export clients to a file from its settings — most booking apps can do that.

Upload your clients

Import lives in «Customers».

  1. Open «Customers» → the «Import and export» menu → «Import from file» and choose the file.
  2. Match the columns to client fields. A name is required, plus a phone or an e-mail (or both). If first and last names are in separate columns, pick both — they'll be joined with a space. Mark columns you don't need as «Skip column».
  3. Check the preview and start the import.
  4. The result shows how many clients were loaded and which rows weren't — with the reason, so you can fix them and upload again.

Upload your services

Services are uploaded the same way, through «Import services». A name is required; without a price the service is free and lasts 60 minutes by default. Up to 200 rows at a time.

Uploaded services are visible to clients straight away, but they can't be booked without staff — assign the specialists who provide them after the import.

Free done-for-you migration

Don't want to deal with files? Send an export from DIKIDI, YCLIENTS or another app, a spreadsheet or even photos of your notebook. The Gako team will move clients, services and specialists for free. Leave a request in the «We'll help you set up» form on the home page.

Your client base stays yours

You can export the client list back to a file at any time — it opens in Excel and Google Sheets and can be imported again. Clients who book online are added to the base automatically.

FAQ

Frequently asked questions

CSV and Excel (XLSX). The first row of the file holds the column headers.