How do I upload clients?

To take full advantage of marketing opportunities, you’ll first need to make sure your clients are uploaded to your Online Store.

Before you get started, know that uploading your clients to SalonInteractive is secure. We do not share your client list with anyone, including brands or distributors.

If you want help uploading clients, click the Request Help button on the client upload page, email us here, or call us at 312-300-0553. 


If you use Rosy, Square, Envision, or Inspire salon software, consider connecting your account to SalonInteractive. Connecting your software will eliminate the need to upload clients, as they will automatically sync to your SalonInteractive account.

How to Connect Your POS Software

The other option is to upload your client list as a CSV file.

How do I create or edit a CSV file for my client list?

To upload your list, log into SalonInteractive. In your menu, go to Clients and then Upload Clients.

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You can upload the list yourself or have one of our team members import it for you.
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To upload your client list yourself, click Continue to Upload.
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On the next page, you can upload a list by dragging and dropping the file onto the upload box or clicking the Browse button.
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Click the upload icon to continue the upload process.
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Once your list is uploaded, you’ll find the Match Headers page. Here, you want to match up your file’s column headers shown on the left to the ones available on the platform on the right. Anything not matched up will not import. At the very least, you must match First Name, Last Name, and Email to finalize your import.
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If, for any reason, you need help at this stage, simply click the Need Help Importing Clients link at the bottom of this page.
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If you want the list you are uploading now to replace your current client data on the platform, click the checkbox. Otherwise, leave the box blank and click Finalize Import.
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How do I add tags?

Now that your clients have been uploaded to your Online Store, you can send Product Recommendations and use SalonInteractive’s email marketing tools.

Resources:

Feel free to contact us​​ if you need any help uploading clients. Email us here, or call us at 312-300-0553.