Switching to booksero
Move your salon to booksero — with your whole client base
Changing systems doesn’t mean losing your data. Booksero’s smart import loads your client base from any program in minutes — no IT help, no retyping, no duplicates.
How it works — 4 steps
Export your base
From your current system — to an XLSX or CSV file.
Upload the file
Booksero recognizes the columns itself: phones, e-mails, dates, groups — each marked "detected automatically".
Confirm the mapping
If needed, fix a single column with one dropdown.
Preview and import
You see the numbers and sample rows first, then you click Import. At the end you get a full report.
What carries over
- First and last name, phone numbers, e-mail, gender.
- Birthday and name-day dates, address, notes.
- Card number, balance, loyalty points.
- Marketing consents — in line with GDPR.
- Client groups — created automatically.
Which system are you coming from?
Booksy
Export your client list to an XLSX or CSV file following Booksy’s help pages and upload it to booksero — the column layout is detected automatically.
Versum
Export your client base to XLSX/CSV — booksero recognizes the file layout. You can additionally transfer active vouchers and invitations (import from the "Sold vouchers" report).
Fresha
Export your client list to XLSX/CSV following the system’s help pages. Column detection adapts to the file layout.
Calendesk
Export your client list to XLSX/CSV following the system’s help pages. Column detection adapts to the file layout.
Bookero
Export your client list to XLSX/CSV following the system’s help pages. Column detection adapts to the file layout.
Estetify
Export your client list to XLSX/CSV following the system’s help pages. Column detection adapts to the file layout.
Another system / your own Excel
Any program or a plain spreadsheet — all you need is XLSX or CSV with column headers. Save your mapping as a template for next time.
Trust & security
- Column detection runs locally inside booksero — the file is never sent to any external service.
- Consents: no marketing consent in the file = marketing automatically blocked.
- Re-importing fills in gaps — it never overwrites and never duplicates.
- Proven in practice on a base of 20,000 clients.
Switching FAQ
How long does the transfer take?
Usually a few minutes. Analyzing a file with 20,000 clients takes under a second; saving takes up to 2 minutes.
Do I need IT help?
No. You upload the file, booksero detects the columns, you confirm. For an unusual file you adjust the mapping with a dropdown.
What if my system isn’t on the list?
Choose "Another system" and upload an XLSX/CSV file — column detection works for any layout. You can save your mapping as a template for the future.
Will visits and history transfer?
No — we transfer the client base (plus active vouchers and invitations from Versum). Visit and payment history stays in the old system.
Can I upload the file more than once?
Yes, safely — re-importing never creates duplicates; it only fills in missing data.
What about GDPR consents?
Marketing consents carry over from the file; if a client had no consent, booksero automatically blocks marketing to them.
Is my data safe?
The file is processed entirely inside booksero and is never sent or stored anywhere outside your account.
I have an old XLS file — what now?
Open it in Excel and save it as XLSX. The wizard will tell you the same.