If you already have a large amount of customer information that you would like to directly import into Waitwhile, you can do this via the Import button on the Customers page.

This will allow you to upload a CSV file of customer information with the following three import options:

Each import option requires a slightly different setup for your CSV file, which we will highlight here while including some examples.

This should be used when you would like to import customer information but not automatically create a Waitlist or Booking visit for those customers. You can import the customers to either Waitlist, Booking, or both.

Because you're not creating an actual visit, you only need to provide basic customer information, so your CSV file should include columns labeled for NAME, EMAIL, PHONE, with optional columns for NOTES and TAGS. TAGS are more frequently used when actually attached to a visit, but you may want to use it here to indicate a FLAGGED customer.

Once your CSV file has been successfully uploaded, the newly imported customers should show up on your Customers page.

This should be used when you would like to import new or existing customers directly to your waitlist.

This method creates a new "visit" record in which you can set the customer's POSITION in line, their current STATE (ie. WAITING, SERVING, COMPLETED, etc) and also include additional visit information such DATA_FIELDS, RESOURCES, or SERVICES.

Once your CSV file has been successfully uploaded, the new customers should show up on your Waitlist or Serving page (depending on the STATE that was set), and any customers added to the waitlist that did not already exist in your customer database should show up on your Customers page.

This should be used when you would like to create new bookings for new or existing customers.

This method creates a new booking for a specific DATE (set in yyyy-mm-ddThh:mm format, ie. 2021-08-17T12:00) in which you can set the booking DURATION (in seconds), the current booking STATE (ie. BOOKED, CANCELLED, REMOVED, etc), and also include additional visit information such DATA_FIELDS, RESOURCES, or SERVICES.

Once your CSV file has been successfully uploaded, the newly imported bookings should show up in your Bookings calendar, and any bookings associated with new customers (not already in your Customer Database) should show up on your Customers page.

DATA_FIELDS can be set in semi-colon separated pairs that include the data-field ID and it's value for that specific customer visit (the data field ID can be found in the bottom left corner of the edit module for each data field from your Customer Info page).

Here's an example

There is a Customer information data field for "Sales Rep" which has an ID of tYVEw2pi47EnkJfa5Uju, and for the customer we are importing, the Sales Rep is Mallory. To make sure this information gets included for the visit once imported to the Waitlist, this should be listed in the DATA_FIELDS column as:
​

If you have multiple data fields of customer information to include, we would put them within the same column, but separate each set of data field information with a semi-colon. For example, if we have a second data field for "Is this a new customer?" with an ID of RFZLajUkTb7TuYJlwmUn and the value is YES, we would add it on like this:
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SERVICES and RESOURCES can be added similarly to DATA_FIELDS, but you only need to include the Service or Resource IDs (which can be found in the bottom left corner of the Service/Resource edit module from your Services and Resources settings pages). If there are multiple Services or Resources for that visit, they can be added as a semi-colon separated list, ie:

Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.