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Move from Other spreadsheet (CSV) to Cicini

Use any spreadsheet with a header row: clients, services, team members or future appointments.

Who this is for

Anyone with a spreadsheet, or a provider we do not list.

What moves, and what does not

What moves

Team members (names and contact details).
Services, with duration, price and category.
Clients. An email is optional: a name, an email or a phone number is enough.
Future appointments, brought in as confirmed. Past appointments are skipped unless you choose to keep them as history.

What does not move

Saved cards. Card details cannot be exported from one payment processor and loaded into another by us. Clients add a card again on their first booking.
Packages, memberships and gift card balances. Cicini does not import them.
Reviews, loyalty points and product stock.
Anything stored as a PDF, photo or attachment.

Step 1: export your data from Other spreadsheet (CSV)

These are short steps in our own words. Other spreadsheet (CSV) changes its menus from time to time, so follow its own article if something looks different.

Step 1: Put each client, service, team member or appointment on its own row, with a header row on top.
Screenshot placeholder: example spreadsheet with header row
Step 2: Clients need a name, an email or a phone. Appointments need a client, a service, a date and a start time.
Step 3: Save or export the sheet as CSV (UTF-8 if you have the choice).

Step 2: import into Cicini

Open Import & Export in your Cicini dashboard and choose your current provider.
Upload the file you exported. Cicini reads CSV files; if your provider gives you Excel, open it and save it as CSV first.
Check the column mapping. The provider preset fills it in, and you can change any column.
Review duplicates. For each match choose merge, skip or create new, or apply one choice to all.
Preview and validate. Fix or skip any row with a problem; a CSV of the problem rows is available.
Confirm. Nothing is sent to your clients: an import sends no emails, texts or reminders. You can undo the whole import for 30 days.

The Cicini Import & Export page with a list of providers on the left and the export steps for the selected provider on the right. — Choose your provider in Import & Export to see its export steps.

Step 4 of the Cicini import wizard, Review duplicates, showing each file row beside the existing client it matches, with merge, skip and create choices. — Step 4: for each possible duplicate choose merge, skip or create new.

Step 6 of the Cicini import wizard, Confirm, with totals per file, a note that the import is silent, and an Import button. — Step 6: confirm the totals. Nothing is sent to your clients.

Silent, reversible and free to try

Silent import

An import is silent. Cicini sends no email or text to any imported client, and reminders for imported appointments stay off until you turn them on.

30-day undo

You can undo a whole import for 30 days. Records the import created are removed, merged records are put back, and anything you have used since is kept and listed.

Assisted import is free during launch. If you would rather not do it yourself, ask our team. Contact support.

Questions about moving from Other spreadsheet (CSV)

Will my clients get an email or text when I import them?

No. Imports are silent: Cicini sends no messages to imported clients, and reminders for imported appointments are off until you switch them on.

Can I undo an import?

Yes, for 30 days. Open Import & Export, then History, and choose Undo. Created records are removed, merged records are restored, and anything used since is kept and listed.

What does an import cost?

Importing is available on every plan, including Free. Assisted import, where our team helps with the file, is free during launch.

Do my clients need an email address?

No. A client needs a name, an email or a phone number. Marketing consent is never assumed: it is off unless your file has an explicit opt-in column.

Ready to move?

Create a free account, then open Import & Export and choose Other spreadsheet (CSV).