Importing customers

Migrate existing customers and members from another system into Sailia.

If you are switching to Sailia from another booking system, you can import your existing customer data and membership records. This saves you from manually re-entering customer details and ensures members keep their subscriptions during the transition.

What you can import

Data type	What is created
Customers	Customer profiles with names, email addresses, and contact details
Family members	Family accounts with linked members under a primary account holder
Memberships	Active membership instances assigned to the correct plan and billing cycle
Membership add-ons	Add-on subscriptions attached to imported memberships

Before you import

1. Set up your membership plans

   Create all membership plans and link the relevant add-ons before running the import. Imported memberships must reference an existing plan in Sailia.

2. Prepare your import data

   Structure your data with the required fields for each record. Each row typically includes:

   • Customer name and email
   • Family member details (if applicable)
   • Plan ID for the target membership
   • Billing cycle start and end dates
   • Optional member number from your old system
   • Optional add-on selections with quantities
   • Optional notes
3. Review for duplicates

   Check your data for duplicate email addresses or family members. Sailia uses email addresses to match existing records, so duplicates may cause conflicts.

Always test your import with a small batch first to verify the data maps correctly before importing your full customer list.

Membership migration details

When importing membership records, each row can include:

Field	Description
Plan ID	The Sailia membership plan to assign the member to
Billing cycle dates	The current billing period start and end dates
Member number	An optional custom member number to preserve from your old system
Add-ons	A list of add-on selections, each with a membership add-on ID and quantity
Note	An optional note attached to the membership instance

Add-ons included during migration must already be linked to the target membership plan. Create your plans and link the relevant add-ons before running the import.

After importing

Once the import is complete:

• Verify that customer profiles appear correctly in the customer dashboard
• Check that membership plans and billing cycles are assigned correctly
• Confirm add-on subscriptions are attached to the right memberships
• Ask a few customers to log in and verify their account details

Use automated workflows with the New client account trigger to send a welcome email to imported customers, introducing them to the new booking system and explaining how to access their account.

Related guides

Customer management

View and manage imported customer profiles.

Memberships and passes

Set up the membership plans your imports will reference.