> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-intercom-migration-1775528819.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/customers/family-accounts) with linked members under a primary account holder              |
| **Memberships**        | Active [membership](/pricing/memberships-and-passes) instances assigned to the correct plan and billing cycle |
| **Membership add-ons** | [Add-on subscriptions](/pricing/memberships-and-passes#membership-add-ons) attached to imported memberships   |

## Before you import

<Steps>
  <Step title="Set up your membership plans">
    Create all [membership plans](/pricing/memberships-and-passes) and link the relevant [add-ons](/pricing/memberships-and-passes#membership-add-ons) before running the import. Imported memberships must reference an existing plan in Sailia.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

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

## 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                       |

<Note>
  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.
</Note>

## After importing

Once the import is complete:

* Verify that customer profiles appear correctly in the [customer dashboard](/customers/overview)
* 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

<Tip>
  Use [automated workflows](/integrations/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.
</Tip>

## Related guides

<Columns cols={2}>
  <Card title="Customer management" icon="users" href="/customers/overview">
    View and manage imported customer profiles.
  </Card>

  <Card title="Memberships and passes" icon="id-card" href="/pricing/memberships-and-passes">
    Set up the membership plans your imports will reference.
  </Card>
</Columns>