Importing clients and bookings

Start from Settings, walk through upload, mapping, validation, review, execute, and know how the 24-hour undo window works.

Bring historical data forward

Who can import: venue admins only. Staff should send files to an admin to protect data quality.

What this covers: where to open the importer, each step in the wizard, and why Undo is different from deleting an import session.

Import flow (concept)

After a successful import you have 24 hours to undo from the import hub.

Where to start

Open Settings (/dashboard/settings).
Choose the Data import tab.
Click Open Data Import. This jumps to /dashboard/import with the right permissions.

Step-by-step flow

Start a new import session.
Upload the CSV export from your previous system (any platform is fine as long as columns are consistent).
Map columns to ResNeo fields. Save mapping presets when you expect repeat uploads.
Validate to catch missing emails, impossible dates, or duplicates.
Review counts: new clients, new bookings, skipped rows, updates to existing profiles.
Execute when you are confident.

After import completes

Download the report CSV for audit trails.
Use Undo within 24 hours if something looks wrong. This actually rolls back imported rows.
Deleting a session from the hub does not remove committed rows; only Undo (inside the window) does.

Hygiene tips

Deduplicate guests in your source file when possible.
Run a small pilot file before importing tens of thousands of lines.
Communicate downtime to staff if you import during business hours. Realtime views may flicker briefly.

Need help?

If validation errors feel cryptic, copy the exact message (and row references if shown), then use Import troubleshooting or escalate to your admin with that text.