Import & Export Bookings
Bulk import bookings from a CSV file or export your booking data for reporting and backup purposes.
Exporting Bookings
Export your booking data to CSV for reporting, accounting, or backup:
- Navigate to Bookings in the sidebar
- Apply any filters you want (date range, status, service, etc.)
- Click the Export button
- Choose your export format (CSV or Excel)
- Select which fields to include
- Click Download
Available Export Fields
- Booking ID and reference number
- Date and time
- Customer name, email, phone
- Service name and duration
- Price and payment status
- Status (confirmed, completed, etc.)
- Staff member assigned
- Notes
- Created date
Scheduled exports
Set up automatic weekly or monthly exports via Settings → Data & Backup → Scheduled Exports.
Importing Bookings
Bulk import bookings from a CSV file when migrating from another system or adding historical data.
Preparing Your CSV File
Your CSV must include these required columns:
| Column | Required | Format |
|---|---|---|
| customer_name | Yes | Text |
| customer_email | No | Valid email |
| customer_phone | No | Phone number |
| service_name | Yes | Must match existing service |
| date | Yes | YYYY-MM-DD |
| time | Yes | HH:MM (24-hour) |
| status | No | pending, confirmed, completed |
| price | No | Number (no currency symbol) |
| notes | No | Text |
Example CSV
customer_name,customer_email,service_name,date,time,status
John Smith,john@example.com,Haircut,2024-03-15,10:00,confirmed
Jane Doe,jane@example.com,Color Treatment,2024-03-15,14:30,confirmed
Bob Wilson,bob@example.com,Haircut,2024-03-16,09:00,pendingImporting Steps
- Go to Bookings → Import
- Click Choose File and select your CSV
- Map your columns to SeroBook fields
- Preview the import to check for errors
- Click Import to complete
Service matching
The service_name in your CSV must exactly match an existing service name in SeroBook. Create any missing services before importing.
Import Validation
Before import, SeroBook validates your data:
- Required fields – Checks all required columns are present
- Date/time format – Validates date and time formatting
- Service matching – Verifies services exist
- Duplicate detection – Warns about potential duplicates
- Conflict detection – Checks for scheduling conflicts
Handling Errors
If validation finds issues:
- You'll see a list of rows with errors
- Fix the issues in your CSV and re-upload
- Alternatively, import valid rows only and handle errors separately
Customer Handling During Import
When importing bookings, SeroBook handles customers as follows:
- Existing customers – Matched by email address
- New customers – Created automatically if no email match
- Updates – Customer info is updated if more complete data provided
Customer deduplication
To avoid duplicate customers, ensure email addresses are consistent across your import file.
Download Template
Get a properly formatted template:
- Go to Bookings → Import
- Click Download Template
- Open in Excel or Google Sheets
- Fill in your data following the column headers
- Save as CSV