Data import from your old system
The scariest part of changing systems is the day you move the data. Revively's importer reads an export from your current platform, matches it against what already exists, and shows you exactly what will be created, updated, or skipped. You approve the preview; only then does anything land in your workspace.
- Provider-aware imports plus generic CSV for anything else
- Customers, contact details, and catalog structure
- Preview with created, updated, and skipped counts before you apply
- Duplicate matching on email and phone so profiles merge instead of doubling
- Flags catalog gaps - services or classes referenced by rows you have not created yet
- Re-runnable: fix the file, preview again, apply when it is clean
Built right into the product
No bolt-ons, no surprise add-ons. Data import from your old system ships on plans labelled All plans.
- Provider-aware imports plus generic CSV for anything else
- Customers, contact details, and catalog structure
- Preview with created, updated, and skipped counts before you apply
- Duplicate matching on email and phone so profiles merge instead of doubling
- Flags catalog gaps - services or classes referenced by rows you have not created yet
- Re-runnable: fix the file, preview again, apply when it is clean
How it works
Three moves and you're live
Export from your current system
Pull a customer export (and catalog list if you have one). Most platforms offer CSV from their admin area.
Preview the import
Settings → Data Import: choose the provider, upload the file, and read the preview - row counts, matches, and anything that needs attention.
Apply and check
Apply the job, then spot-check a handful of profiles. Past bookings stay in the old system; new bookings start clean in Revively.
Related
Pair it with
Help & guides
Set it up
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