If you’re coming from another system or a spreadsheet, you don’t have to add your clients one by one. Export your client list as a CSV or Excel file, upload it, and your clients show up in Tattoo Studio Pro in a few minutes.
Don’t want to do it yourself? Send us the file and we’ll import it for you, free. Usually within one business day. See Send us your file below.
Importing is done on the web app on a computer.
Before you start
- Export your clients from your old system. Almost every booking or client system has an export, usually under Clients, Customers or Contacts. Pick CSV or Excel if it asks.
- A spreadsheet you keep yourself works too. You need at least a first name for each client.
- You need to be the studio owner. Anyone else can email the file to support@tattoostudiopro.com and we’ll import it for you.
- On a shared studio computer where a team member is signed in, switch in with your PIN. We’ll ask for your owner password once, when you move on to the check step.
Import your clients
Go to Clients and choose Import clients.
1. Upload your client list (CSV or Excel)
Drop the file in or choose it. Files can have up to 10,000 clients.
Some exports have a title or a date range above the column names. We look for the row with the column names on it and show you which row we picked. If it’s wrong, change Column names are on to the right row.
2. Match your columns
We match your columns to client fields for you, like first name, phone, email and date of birth. Check each one and change any that look off. Pick Don’t import for a field you don’t want.
Below the matches you’ll see your first few clients the way they’ll look in Tattoo Studio Pro. If those look right, you’re good.
- Birthdays. If a date like 01/02/1990 could be read two ways, choose Birthdays are month/day or Birthdays are day/month. Flip it if the examples look wrong. A birthday we can’t read is left blank, never guessed.
- Phone numbers are saved using your studio’s country, so numbers without a country code still work.
- Notes. If your file has no notes column, we’ll tell you, so you know client notes won’t come over.
3. Check before you import
You’ll see one summary before anything is saved, for example: 812 clients ready. 23 are already in your account and will be skipped. 4 rows have no name and will be skipped.
- Clients already in your account are matched by phone, then email, then name, and skipped. Nothing you already have gets changed.
- Choose Download skipped rows to see every skipped row and why.
- If your file doesn’t say who signed up for marketing, you’ll see These clients agreed to get promotions and news from my studio. Leave it off if you aren’t sure. It doesn’t affect appointment reminders.
Choose Import when it looks right.
4. Importing your clients
Keep the page open until it finishes. Big lists take a few minutes. If your connection drops, choose Try again and it picks up where it stopped, without adding anyone twice.
5. Your clients are saved
You’ll see how many clients were added, and Go to clients takes you to them. A few may take a minute to show up in search.
If your account still has the sample client from when you signed up, you can remove it here.
Imported clients get appointment reminder texts like any other client once you book them.
Something look wrong? Contact us and we’ll reverse the import.
Send us your file
Don’t want to run the import yourself, or your file won’t upload? We’ll do it for you.
- It’s free. No setup fee and no per-record charge.
- How to ask. Choose Send us your file on any step of the import and add a note about anything we should know. Or email the file to support@tattoostudiopro.com. The in-app button is for the studio owner. Anyone on the team can send the email.
- What’s included. Your client list, always. Appointment history and other client data too, if your old system can export it. We don’t import stored consent form files, so download any signed forms you want to keep before you close your old account.
- Any file type. It doesn’t have to be a CSV or Excel file. The in-app button takes CSV, Excel, text and JSON files up to 10 MB. For anything else, or a bigger file, email it to support@tattoostudiopro.com.
- How long. Usually within one business day. We’ll email you when your clients are in.