Importing your data

The import matches each spreadsheet row to a client by ID or exact full name — so every client in your sheet must exist in the app before you upload. Add your clients on the Clients page first, then import. Rows referring to unknown clients are skipped with a “Client not found” error.

From the Import page, click Download template. You get an Excel file (.xlsx) with the correct column headers and your existing clients already listed — IDs filled in, so you never have to remember them.

Six columns, case-insensitive headers:

• client_id(required) — the ID from the template, or the client’s exact full name
• date (required) — the session date (formats below)
• status (required) — completed, no_show, cancelled, or scheduled
• fee (required) — a plain number like 1500, no currency symbols or commas
• is_paid (optional) — yes, true, or 1 for paid; anything else (or empty) means unpaid
• notes (optional) — free text; leave empty rather than deleting the column

Several formats are accepted — DD/MM/YYYY, DD-MM-YYYY, YYYY-MM-DD, DD/MM/YY, 25 Mar 2024, and MM/DD/YYYY.

• One row = one session. A client with 10 past sessions gets 10 rows.
• Fees are plain numbers: write 1500, not ₹1,500.
• You can type the client’s exact full name in client_idinstead of the ID — it’s matched automatically.

Save as .xlsx or .csv and drop the file onto the Import page. Every row is previewed before saving: valid rows are marked green, problem rows red with the exact error. Click Import to save all valid rows at once.

• “Client not found”— the name doesn’t exactly match your Clients list; fix the spelling or use the template ID.
• “Invalid date” — typo, or a format outside the accepted list in step 4.
• “Invalid status” — must be exactly completed, no_show, cancelled, or scheduled; watch for extra spaces.
• “Fee must be a number” — remove currency symbols, commas, and text from the fee column.