AI Import Wizard

The AI Import Wizard helps you easily migrate your data from another booking system (Fresha, Treatwell, Square, etc.) to Bookinda. The artificial intelligence automatically recognizes file columns and maps them to the appropriate Bookinda fields.

Supported file formats

• CSV (.csv) - comma, semicolon, or tab separated values
• TSV (.tsv) - tab separated values
• TXT (.txt) - text files with delimiter
• Excel (.xlsx, .xls) - Microsoft Excel workbooks

The system automatically detects the delimiter character (comma, semicolon, tab).

How it works

Step 1: Upload file

Drag and drop a file onto the upload area, or click to browse. The system automatically detects the file format and shows a preview of the first few rows.

Step 2: AI analysis

Click the "Analyze with AI" button. The AI will:

• Detect the source system (Fresha, Treatwell, etc.)
• Automatically map columns to Bookinda fields
• Assign a confidence score to each mapping
• Display warnings if issues are detected

If you prefer not to use AI, click "Map manually" to set up field mappings yourself.

Step 3: Review and adjust

The AI-suggested mapping is shown in a table:

• CSV column name - the original file header
• Sample data - data from the first row
• Maps to - the Bookinda field it's assigned to

Low-confidence mappings are highlighted in amber. You should review these. You can change any mapping using the dropdown, or skip a column ("Skip" option).

The Live Preview section shows how your data will look in Bookinda.

Step 4: Import

Click "Start Import". The system processes the data and shows a summary:

• Imported (green) - successfully imported rows
• Skipped (amber) - rows skipped due to duplicates or missing data
• Errors (red) - detailed error information per row

Importable data

Customers

Field	Description	Required
Last name	Customer last name	Yes
First name	Customer first name	Yes
Email	Email address	No
Phone	Phone number	No
Date of birth	Date of birth	No
Gender	Male/Female/Other	No
Notes	Internal notes	No
Tags	Comma-separated tags	No
Source	Customer source	No

Services

Field	Description	Required
Name	Service name	Yes
Description	Detailed description	No
Duration	Duration in minutes	Yes
Price	Service price	Yes
Category	Service category	No
Color	Calendar color	No

Appointments

Field	Description	Required
Customer name/email	Customer identification	Yes
Service name	Booked service	Yes
Staff name	Assigned staff member	No
Date	Appointment date	Yes
Start time	Start time	Yes
Duration	Duration in minutes	No
Status	Appointment status	No
Price	Appointment price	No
Notes	Notes	No

Recommended import order

For best results, follow this order:

1. Customers - Import customers first, as appointments and sales reference them
2. Services - Then services, as appointments are based on these
3. Appointments - Finally appointments, which reference already imported customers and services

The system automatically looks up related customers and services by name or email address.

Supported source systems

The AI automatically recognizes export formats from these systems:

System	Auto-detection
Fresha	Yes
Treatwell	Yes
Square	Yes
Planfy	Yes
SalonBiz	Yes
Other	Yes (generic CSV)

It can also process CSV/Excel files exported from any other system, with headers in Hungarian, English, or other languages.

Cost

The AI analysis cost is minimal: less than $0.001 per import. The amount is deducted from your AI credit balance.

Troubleshooting

"Could not recognize columns"

• Make sure the first row of the file contains headers
• Check that the file format is CSV, TSV, TXT, or Excel

"Missing required field"

• Verify that required fields (e.g., name, email) are mapped to a column

"Duplicate email address"

• If an email address already exists in the system, that row will be skipped
• This prevents creating duplicate customers

"Invalid date format"

The system recognizes these date formats:

• YYYY-MM-DD (e.g., 2026-04-13)
• DD.MM.YYYY (e.g., 13.04.2026)
• DD/MM/YYYY (e.g., 13/04/2026)

Where to find it

Settings > Data Import button (at the top of the page)

Or directly: /manager/settings/import