> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/getting-started/importing-clients-into-the-software.md).

# Importing Clients into the Software

## Import from an Excel Spreadsheet

If your client database is available as an Excel spreadsheet with properly titled columns and the ability to save to your computer, you can import it into the software. Our team is happy to help you format and upload the clients if you email us at <support@rosysalonsoftware.com>. Otherwise, you can follow the instructions below.

Once the data is ready, save the file to your computer as: `CLIENTTEMP_(your business ID)_`.

*Example: `CLIENTTEMP38265`*

## Upload the File into Your Software

Proceed to: **Manage** > **Basic Settings** > **Guided Setup**

{% stepper %}
{% step %}

## Click Continue

Click **Continue** on the left.
{% endstep %}

{% step %}

## Save and Continue

Click **Save and Continue** at the bottom left.
{% endstep %}

{% step %}

## Done with Services

Click **Done with Services** at the bottom left.
{% endstep %}

{% step %}

## Done with Employees

Click **Done with Employees** at the bottom left.
{% endstep %}

{% step %}

## Skip Product Inventory

Click **Skip Product Inventory** at the bottom left.
{% endstep %}

{% step %}

## Open the import link

Click the [**import it into the software**](/getting-started/importing-clients-into-the-software.md) link.
{% endstep %}

{% step %}

## Choose the client list file

Under Select a File to Upload, click **Choose File** and select the CLIENTTEMP file, or the file containing your Client List.

![Select Client List File](/files/4c571a0f61fc8a136142f66528715536a2032f20)
{% endstep %}

{% step %}

## Review the uploaded sample results

Double check the sample results from the upload. Use the scroll bar at the bottom to move from left to right to check all information.
{% endstep %}

{% step %}

## Import clients

If everything looks correct, click **Import Clients**.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://support.rosysalonsoftware.com/getting-started/importing-clients-into-the-software.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.