Transferring your data to Timely

One of our Customer Success Coaches can help you transfer your data from another system and guide you through the process. This guide explains the process, what to expect, and answers common questions to help you feel fully prepared.

In this guide we'll cover:

• Data import fee
• How to get in touch with a Customer Success Coach
• What data can be transferred
• Before your data transfer day
• Good to know
• Frequently asked questions

Data Import Fee

How to get in touch with a Customer Success Coach

• If you're paying for Timely, complete a form in our Help Center with your request for a data import and we'll put you in touch with a Customer Success Coach to assist.
• If you're still trialling Timely, get in touch with our team about transferring data.
• If you're on the Build plan, learn how to transfer your data yourself or upgrade your plan.

What data can be transferred

This depends on the system you are leaving. Most systems let us transfer:

• Clients
• Last 12 months of appointments
• Services

Some systems also let us transfer:

• Products
• Gift vouchers
• Client notes
• Previous product purchases (as client notes)

We may not be able to transfer:

• Consultation forms
• Packages
• Service groups
• Client photos
• Some client notes
• Financial data (including invoices, deposits, and credits). It's best to leave that history in your accounting system.

Please check with your Customer Success Coach as they can give you more details about your specific situation.

Before your data transfer

1 Complete the import request form from your Customer Success Coach. This usually asks for:

• What booking system you're moving from.
• What days of the week your business is closed.
• The first and last names of staff who will be bookable in Timely.
• The data you'd like to transfer, such as appointments, clients, services, products, or client notes.
• Whether you’d like your appointments transferred as "Pencilled-in" or "Confirmed". Learn about booking statuses in Timely.

2 If you’re using a cloud-based booking system, your Success Coach will help you securely share your login details so we can manage the data import for you.

3 If the booking system is installed on your computer, download TeamViewer to allow us access to export the data.

4 Return the completed import form to your Success Coach.

5 Complete the account setup tasks that your Success Coach will email you. This ensures your Timely account is ready for the import.

6 Your Success Coach will organise the date of your data import and confirm it with you by email.

Good to know

If you’ve added any services, products, or clients during your trial period, these may need to be removed to ensure we can match the data from your old system.

If you’d like to introduce new products or services in Timely, we recommend doing this after your data has been transferred.

Frequently asked questions

Depending on the amount of data, transfers usually take around a day to complete.

You can continue using your old software as usual. Just keep in mind that any bookings or changes made on transfer day won’t be saved in Timely. Make sure to keep a record of any changes so you can update them later in Timely.

It's very helpful to have someone available in case we need access to your old system or have any questions.

Straight away. We'll give you the all-clear when it's done so you can get back to business.