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Overview

Tiquo supports bulk import and export of customer data, making it easy to migrate from other systems or back up your data.

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Importing Customers

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Preparing Your Data

Before importing, prepare your CSV file:

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Required Fields

FieldFormatExample
firstNameTextJohn
lastNameTextSmith

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Optional Fields

FieldFormatExample
emailValid email[email protected]
phoneAny format+1 (555) 123-4567
dateOfBirthYYYY-MM-DD1990-05-15
addressText123 Main St
cityTextNew York
stateTextNY
postalCodeText10001
countryISO code or nameUS
notesTextPrefers morning appointments
tagsComma-separatedVIP, Corporate

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Import Process

1

Navigate to Import

Go to Customers → Import or click Import button in customer list
2

Upload File

Drag and drop or select your CSV file
3

Map Fields

Match your CSV columns to Tiquo fields
  • Required fields must be mapped
  • Preview shows sample data
  • Unmapped columns are ignored
4

Configure Options

Set import options:
  • Duplicate handling (skip, update, create new)
  • Default values for missing fields
  • Tag assignment
5

Review & Import

Review the import preview:
  • Number of records to import
  • Validation errors
  • Warnings Click Start Import

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Field Mapping

Your CSV Column          →    Tiquo Field
────────────────────────────────────────
First Name              →    firstName ✓
Last Name               →    lastName ✓
Email Address           →    email
Phone Number            →    phone
Birthday                →    dateOfBirth
Street                  →    address
Notes/Comments          →    notes
Category                →    (Custom Field)

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Duplicate Detection

Tiquo detects duplicates based on:
  • Email address (primary)
  • Phone number (secondary)
  • Name + date of birth (fallback)
Options for duplicates:
OptionBehavior
SkipDon’t import matching records
UpdateMerge new data into existing record
Create NewCreate duplicate record anyway

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Import Validation

Records are validated for:
  • Required fields present
  • Email format
  • Date format
  • Custom field types
Invalid records are:
  • Flagged with error message
  • Optionally skipped or fixed
  • Available in error report

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Import Limits

PlanLimit per Import
Starter1,000 records
Pro10,000 records
EnterpriseUnlimited
For very large imports (100,000+), contact support for optimized bulk loading.

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Importing Companies

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Company Import Fields

FieldFormatRequired
companyNameTextYes
legalNameTextNo
taxIdTextNo
industryTextNo
websiteURLNo
phonePhoneNo
emailEmailNo
billingAddressTextNo

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Linking Contacts

After importing companies, link contacts:
  1. Import companies first
  2. Import customers with companyName column
  3. Tiquo auto-links matching customers to companies

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Exporting Data

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Quick Export

From any list view:
  1. Apply desired filters
  2. Click Export button
  3. Choose format (CSV or Excel)
  4. Download starts immediately

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Export Options

OptionDescription
All FieldsExport every available field
Selected ColumnsExport only visible columns
Include Custom FieldsAdd custom field values
Include Orders SummaryAdd order statistics

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Full Data Export

For complete data export:
  1. Go to Settings → Data Management
  2. Click Export All Customer Data
  3. Select data types:
    • Customer profiles
    • Order history
    • Notes and attachments
    • Activity logs
  4. Receive download link via email

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Export Formats

FormatBest For
CSVUniversal compatibility
Excel (.xlsx)Analysis in spreadsheets
JSONDeveloper/API usage

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Scheduled Exports

Set up automatic exports:
  1. Go to Settings → Integrations → Scheduled Exports
  2. Configure export:
    • Frequency (daily, weekly, monthly)
    • Data to include
    • Delivery method (email, SFTP, cloud storage)

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Data Migration

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From Other Platforms

Tiquo supports migration from:
  • Mindbody
  • Acuity Scheduling
  • Fresha
  • Vagaro
  • Square Appointments
  • Custom databases
Contact support for assisted migration from supported platforms. We provide field mapping templates and validation tools.

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Migration Checklist

1

Export from Old System

Download all customer data from your current system
2

Clean Data

Remove duplicates, fix formatting issues
3

Map Fields

Create mapping document for field translation
4

Test Import

Import a small sample to verify
5

Full Import

Import complete dataset
6

Verify

Spot-check imported records

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Import Templates

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Download Templates

Get pre-formatted templates:
  1. Go to Customers → Import
  2. Click Download Template
  3. Choose template type:
    • Basic customers
    • Customers with addresses
    • Companies
    • Full migration

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Template Structure

firstName,lastName,email,phone,dateOfBirth,address,city,state,postalCode,country,tags
John,Smith,[email protected],+1-555-1234,1990-05-15,123 Main St,New York,NY,10001,US,"VIP,Member"
Jane,Doe,[email protected],+1-555-5678,1985-08-22,456 Oak Ave,Los Angeles,CA,90001,US,Corporate

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Troubleshooting

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Common Issues

Problem: Dates not recognized Solution: Use YYYY-MM-DD format (e.g., 2024-05-15)
Problem: Phone numbers missing country code Solution: Include country code (+1, +44, etc.) or set default country in import options
Problem: Special characters display incorrectly Solution: Save CSV as UTF-8 encoded
Problem: Importing creates duplicates Solution: Use “Skip” or “Update” for duplicate handling

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Error Reports

After import, download the error report:
  • Lists records that failed
  • Shows specific error for each
  • Provides corrected template for re-import

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Data Privacy

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GDPR Compliance

When exporting data:
  • Exports are logged for audit
  • Data is encrypted in transit
  • Download links expire after 24 hours
  • Includes data subject’s consent status

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Right to Portability

Customers can request their data:
  1. Customer requests data export
  2. You generate export from their profile
  3. Send in machine-readable format

Security

Learn about data security

Customer Overview

Customer management

Companies

B2B customer management

API

Programmatic data management