Import, export and data · Overview
Import, export and data: bring it in, take it out
Everything about moving data in and out of Setvos: importing files from another system, exporting one kind of record or everything, and deleting.
One screen for files
Settings › Data lists each kind of record you can import or export: contacts, companies, deals, products, services and past appointments. Owners and admins open this screen; what each of them may import or export still follows their role, and a kind they can only export says “Read only”.
Nothing is written until you have seen it
An import shows a preview first: how many rows would be new, updated or skipped, and why a row has a problem. Only “Import these rows” saves anything.
An import can be undone until you use it
An import of clients, services or past visits can be taken back from “Import history”. What you have used since stays: a visit on a sale, a service on a visit, a client with a visit or an invoice. Imports of other kinds of record cannot be undone, so read the preview before you import them.
Your data is yours
“Everything, in one file” prepares a ZIP with every record, your activity history and the files you have uploaded — yours to keep. It can be prepared in a read-only workspace too: a lapsed trial or licence never locks your data in.
Deleting
The owner can delete the whole workspace from the bottom of this screen. It cannot be undone, so export first.
Read next
Import clients, services or other records from a file
Bring your list over from Altegio, YCLIENTS, EasyWeek, Appointer, Fresha or a spreadsheet. You see what the file would do before anything is saved.
Undo an import
Take back the clients, services or past visits an import created, if the result is not what you expected.
Export your data
Download one kind of record as a CSV file, or prepare a ZIP of everything in your workspace.
Delete an export or the whole workspace
Remove an export you no longer need, or delete the workspace and everything in it. Deleting a workspace cannot be undone.
Open in Setvos
Signed in? This article is also in the Help menu of the app.
Still stuck?
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Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.