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Import your client list

Bring your existing clients across from a spreadsheet in one go. You match the columns, check the preview, then import.

Who can do this
Owners only
Where to find it
Dashboard > Clients > Import clients
The Import clients screen matching spreadsheet columns to Salony fields
Import clients: match your columns
  1. Step 1: Export your current list as a CSV file from wherever it lives.
  2. Step 2: Open Clients and press Import clients.
  3. Step 3: Upload the file.
  4. Step 4: Match each of your columns to a Salony field: full name or first and last name, email, phone, notes, birthday, tags and marketing consent.
  5. Step 5: Check the preview and the tally of rows ready to import.
  6. Step 6: Tick the box confirming you have a lawful basis to hold this data.
  7. Step 7: Press Import.

Check it worked: The result screen shows how many were Imported, how many were Already in your book, and how many were Skipped.

Caution: Marketing consent is off for every imported client unless your file records that they agreed. Nobody receives marketing by accident.

Tip: Skipped rows are usually missing both a phone and an email. Fix those in your file and import it again; clients already in your book are not duplicated.

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Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.