How do I upload clients?

In this article, you can:

• 🔗 Connect your POS to sync clients
• 🔗 Let us upload clients for you

• 🔗 Upload clients yourself

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 beauty suppliers.

To upload your list, log in to SalonInteractive. In your menu, go to Clients and then Add clients. 

Connect POS to sync clients

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

To connect your software, click Connect POS.

In the new window, click Find apps. Find your management software in the slide-out and click Learn more.

You can also find instructions for your specific POS here:

 🔗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?

Let us upload clients for you

If you would like SalonInteractive to upload your clients for you, either click Upload file or drag and drop it here. You can upload up to 10MB per file, with up to 5 files at once.

In the next window, click Upload files to place your file(s) in the queue for our team to upload. We will add your clients within 1-2 business days and email you as soon as it’s done. 

Click Next.

If you would like SalonInteractive to send a welcome email with your Online Store link when new clients are added, click Send welcome emails for me.

To see how the email looks, click Preview email. Otherwise, click Save.

Upload clients yourself

If you’d like to upload your client list yourself, click Add clients now.

On the next page, you can upload a list by dragging and dropping the file onto the upload box or clicking the Browse link. 

Click the upload icon to continue.

Once you’ve uploaded your list, you’ll see the Match Headers page. Use the dropdown options for the platform on the right to match your file’s column headers on the left. Anything not matched won't import. At a minimum, you must match First Name, Last Name, Email, and Mobile to finalize your import.

Click the checkbox if you want the list you are uploading now to replace your current client data on the platform. Otherwise, leave the box blank and click Finalize Import.

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

Resources:

• How to Connect Your POS Software
• How do I create or edit a CSV file for my client list?
• How do I add tags?
• How do I manage clients?
• How do I make Product Recommendations?
• What is the SalonInteractive mobile app, and how do I use it?
• What is On Behalf Marketing and how does it work?
• How do I create & send email campaigns?
• What are email automations?