Booking Import / Export

Import / Export moves Booking data in CSV form.

Booking import and export screen

Import/Export is intended for moving supported Booking data in or out of the module in bulk.

What this feature is for

Import / Export is an administrative data-transfer tool for supported Booking records. Use Export for review/migration/backup-style working copies; use Import when you have a correctly structured file and want TruCMS to create/update supported records in bulk.

A practical way to use it

  1. Export a sample first so you can see the expected columns/format.
  2. Prepare a small test file using the same structure.
  3. Import the small sample and review the resulting Booking records.
  4. Only then import the full dataset.
  5. After a bulk import, test relationships such as service/staff/customer references rather than assuming every row creates a bookable workflow.

How it connects to other features

Imported records can depend on existing related records such as services, customers or staff. A successful file upload does not replace the need to validate those relationships.

What to expect after changes

Bulk imports can create many records quickly. Keep a recoverable backup/export and test with a small subset before a production-scale import.

Where to find it

Open Booking Tools → Import Export.

Using Import / Export safely

Export first when preparing a bulk update so you can see the expected CSV structure/headers. Make small, validated imports before a large one and keep a backup of the exported data. Import is for bulk record maintenance, not a substitute for configuring related Services/Staff/Locations correctly.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Import CSV data and export Booking operational data.

Filters / Inputs

Actions available

Booking Settings · Services · Appointments · Overview