How to import/bulk upload Customer data in MioSalon?

Overview

MioSalon allows you to import customers in bulk using an Excel template. This helps you quickly migrate or onboard customer data—including customers from different countries and regions—without adding records one by one.

Purpose

Use bulk import to:

• Migrate existing customer databases into MioSalon

• Add customers across multiple outlets efficiently

• Upload customers with international phone numbers and country codes

• Maintain consistent customer data structure

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   Navigation Path

   Settings → Data & Migration → Upload Customer Data

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   Step-by-Step: Import Customers Using Excel

   Step 1: Download the Customer Import Template

   1. Log in to MioSalon with access to Settings.

   2. Go to Settings → Data & Migration Settings.

   3. Select Upload Customer Data.

   4. Click Download Template.

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   Step 2: Prepare the Excel File

   Open the downloaded template and enter customer details.

   Mandatory Fields

   • Mobile Number

     • Enter only numbers (no spaces or symbols).

   • Country Code

     • Steps to Add an International Phone Number

       1. Open the Add Customer popup.

       2. In the Mobile Number field:

          • Click the Country Code dropdown.

          • Search and select the required country code
            (for example: +93, +355, +1).

       3. Enter the customer’s mobile number without spaces.

       4. Fill in the remaining customer details such as name, email, and other optional fields.

       5. Click Save.

     • ✅ The customer is successfully created with the selected international phone number.

3. This allows importing customers from any region, regardless of your account’s base country.

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   Optional Fields

   • Customer Name

   • Email ID

   • Gender

   • Date of Birth

   • Anniversary

   • Location

   • Address

   • Source

   • GST Number

   • Custom Fields (if configured)

4. Optional fields can be left blank.

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   Step 3: Save the File

   • Save the file in .xlsx or .xls format only

   • Ensure:

     • Maximum 1000 customers per upload

     • No empty rows between records

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   Step 4: Upload and Map Data

   1. Click Upload and select the saved Excel file.

   2. Map Excel columns to MioSalon fields.

   3. Click Proceed.

   4. Review the validation summary.

   5. Submit the file.

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   Step 5: Verify Import Status

   • Successful records will be added instantly.

   • If any rows fail:

     • Review the error message

     • Correct the Excel file

     • Re-upload only the failed records

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   Important Guidelines

   • Mobile number is mandatory and must not contain spaces.

   • Country code must be valid and in alphabetical ISO format.

   • When Location Settings are Fixed, only predefined locations are accepted.

   • Upload customers in batches of 1000 or fewer.

   • Duplicate mobile numbers will not be imported.

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   Benefits

   • Saves time compared to manual customer creation

   • Supports international customers across regions

   • Ensures clean, standardized customer data

   • Ideal for migrations and multi-branch rollouts

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   Use Cases

   • Migrating customers from another salon software

   • Importing customers for franchises or networks

   • Adding overseas clients for clinics, spas, or chains

   • Centralized customer upload for new outlets

10. FAQs: Manual Add vs Bulk Import (International Phone Numbers)

    1. Can I add customers with international phone numbers manually?
    Yes. When adding a customer manually, you can select any country code from the Country Code dropdown (e.g., +1, +93, +355) and enter the mobile number.

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    2. Can I import customers with international phone numbers using Excel?
    Bulk import supports customer data upload, but country code selection via dropdown is available only during manual customer creation. Imported records must follow the supported import format.

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    3. Why is country code selection different for manual add and import?
    Manual customer creation allows dynamic country code selection through a dropdown, ensuring accurate phone number validation. Import relies on predefined data validation rules to maintain consistency during bulk uploads.

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    4. When should I use manual add instead of import for international customers?
    Use manual add when:

    • You are adding a few international customers

    • You need to select country codes directly from the dropdown

    • You want immediate validation and confirmation

11. Use import when:

    • You are uploading large customer lists

    • Phone numbers follow the supported import format