Importing customers

Bring your existing customers over from a spreadsheet or paper cards in minutes. Nothing is saved until you check it.

Step by step

1. 1

   Choose Excel or CSV file, or Photo of paper cards.

   
2. 2

   For a spreadsheet, we find the name, phone, package and sessions-left columns for you. Check them and continue.

   
3. 3

   Review every row. Existing customers are matched, and problems are highlighted before you import.

   
4. 4

   Or take a photo of your paper cards. On Pro, PassTally reads the names, phone numbers and sessions left for you.

   
5. 5

   Every row is filled in from the photo, which stays pinned at the top. Check each one, then review and import.