Tips and tricks
Make sure your Excel sheet is clean before you start importing data in Kimoby:
- No empty or extra rows and columns
- One value per cell
- No main titles at the top of the Excel sheet, except for column titles
You can import a list of customers from an Excel sheet into Kimoby.
In Appointments
- Save your Excel sheet as .csv for better results.
- Click on Appointments
on the left side of your screen. - Click on Import.
- Drag and drop your Excel sheet or click on browse your files.
- Click on Create import.
In Imports
- Save your Excel sheet as .csv for better results.
- Click on your name at the top right corner of your screen.
- Click on Imports.
- Click on New import.
- Drag and drop your Excel sheet or click on browse your files.
- Click on Create import.
You'll receive an email confirmation once the import is completed.
Create your import
Tips and tricks
If the first row of your Excel sheet contains the main titles of your columns, click on the checkbox at the top of your screen called First row is the column's header. Kimoby will then use this information for titles, and not as customer information.
As soon as you import is created, you will be redirected to your import's page.
For all of your columns, you will need to identify and match your Excel file's information with Kimoby's attributes.
- Click on the Belongs to drop-down menu, on the right of each column.
- Choose the category for each column.
- Add a category by clicking on New string, if the title of your column is not in the dropdown menu.
- Write the attribute's name in the box right under New string.
- You can skip a column in the drop-down menu by selecting Skip this column. Kimoby will then discard that information from your group.
- Click on Import.