How to import customers and their memberships from a spreadsheet.
The import maps your columns, matches people already in Timeo, and shows you the plan before anything is saved.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Import a file
- Open Customers (Members for gyms) and click Import customers (Import members for gyms). On a phone it is in the more menu.
- Click Download template if you want a ready made header row, or Use sample to see an example.
- Click Choose CSV file, or paste the CSV into the box.
- Click Preview import.
- Under 2. Review the plan, check Matched columns and the counts for New, Update existing, Packages, Skip (dupes) and Can't import.
- Click the button that reads Import followed by the number of customers. Nothing is saved before this step.
Bring active memberships across
Add the columns Plan, Start date, Expiry date, Total sessions, Sessions used and Price paid. Use one row per member per package. Dates are day first, for example 30/09/2026.
Other columns Timeo reads: Name (or First name and Last name), Email, Phone, Birthday, Notes and Member ID.
What your customers see
- Nothing is sent to customers. Imported members see their packages once they sign in to the member app with the same email.
Common problems
- Some rows say Needs an email or phone to import.
- Every customer needs at least one way to be matched. Add an email or phone to those rows and import again.
- A row says Package needs an expiry date or a session count.
- A package with neither would never end. Fill Expiry date or Total sessions for that row.
- Can I upload an .xlsx file directly?
- No, the import reads CSV. Save the sheet as CSV UTF-8 first.
Related guides
- How to add a new customer or member
- How to find customers and see whose membership is expiring
- /guide/getting-started
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.