What can you import?
With the import you move over in one go:
- Customers: name, email address, phone number and language
- Appointments: with customer, service, start and end time
Go to Administration > Import, or use Search in the sidebar to look for Import customers. If you don't see Import in Administration, switch on the Import module under Administration > Modules.
Step 1: Preparing your CSV file
Export your customers and appointments from your old system as CSV. A comma, semicolon or tab as separator all work: Stippa recognizes it by itself. Use UTF-8 encoding, so letters like ë and é come across correctly.
Each import takes at most 1000 rows, customers and appointments together. If you have more, split them over a few imports. Import the customers first in that case.
Customers
The column names don't matter, you match them in step 3. Only a name is required: one column with the full name, or a first name with an optional last name. Email address, phone number and language are optional.
Appointments
You need:
- Customer email: the email address of a customer who's already in Stippa or in your customer file
- Service: the name as you created it in Stippa
- Start time and end time: date and time together, such as
2026-03-14 09:30, in your business's time zone
A staff member (name or email address), a status and notes are optional.
Importing customers and appointments together? Then upload both files at the same time. The appointments then find their customers in the same import.
Step 2: Uploading files
Under Upload files, upload your customer file, your appointment file or both, and click Validate.
Step 3: Matching columns
Under Match columns you choose, for each column in your file, which field it is. Columns you don't need, you set to Don't import. That way you can simply use an export with lots of extra columns.
Step 4: Preview
The Preview shows what's going to happen:
- how many customers are new and how many will be updated
- how many appointments will be created
- which appointments are exact duplicates: those are skipped
- which rows have an error. With Download error rows you get them as a CSV, to correct and import again
Step 5: Overlapping appointments
If an appointment overlaps with one that's already in Stippa, you choose what happens:
- Strict (default): the overlapping row is skipped and appears in the error report
- Auto-cancel overlaps: the row is imported anyway, with the status cancelled
Then click Import. You see an overview of what was created, updated and skipped.
Are existing customers created twice?
No, as long as they have an email address. If that email address is already in Stippa, the existing customer profile is updated. A customer without an email address is always created as a new customer. If duplicates appear anyway, see Merging duplicate customer records.
Can I undo the import?
No. Check the preview carefully before you import. If something goes wrong, delete a customer through the menu next to that customer in Customers.