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Import clients & data

Import your existing client and booking data into MERIDIQ using CSV or Excel files.


📍 Where to find this: General Settings → Import


✅ What you can do


  • Import clients from a CSV or Excel file
  • Import bookings from a CSV or Excel file
  • Map file columns to MERIDIQ fields
  • View import results (imported vs. not imported records)


ℹ️ The Import feature is locked by default. Click Contact us on the Import page to request access from MERIDIQ support.


🔓 Unlock import


  1. Click General Settings → Import clients & data — if locked, click Contact us.


Import Data Is Locked


Import Settings


👥 Import clients


  1. Click General Settings → Import clients & data → navigate to Client.
  2. (optional) Click Download Sample for the required file format.
  3. Click Choose File → select your CSV or Excel file → click Submit.
  4. Map each column to the correct MERIDIQ field — required/unique fields are indicated.
  5. Review the imported / not imported results summary.


Import Clients


Imported / Not Imported Clients


📅 Import bookings


  1. Click General Settings → Import clients & data → navigate to Booking.
  2. Follow the same steps — download sample, choose file, submit, map fields, review results.


Import Bookings


Imported/Not Imported Bookings


ℹ️ Ensure your file matches the sample structure. Mandatory and unique fields must be correctly mapped.


💡 To manage team members who can access the imported data, see Team & staff management.

Updated on: 06/08/2026

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