Tips and conditions:
- There have been added a number of extra fields. You can already fill them in in the Excel file.
- It will be a lot of work to change fields, once they're uploaded in to BookYou.
- You can leave fields open when the concerning field is not applicable, or when you don't have any information for that specific field. Don't remove these columns.
- The first row in the Excel form serves as column name. Please leave this row intact.
- Make sure you e-mail the right data to support@bookyou.com, with subject: "upload client and/or locations".
- Uploaded Excel files cannot be deleted automatically.
Possible fields for client file:
- contact (name and surname)
- salutation (without a comma!)
- e-mail address
- e-mail address billing (you don't have to fill in this field when it's the same address as the e-mail address)
- password
- company name
- address
- postal code (Without spaces!)
- city
- country
- telephone number
- cell phone number
- fax number
- VAT number
- CoC number
- newsletter - ony [yes/no]
- option expiration reminder - ony [yes/no]
- contract reminder - ony [yes/no]
- send checklist - ony [yes/no]
- send follow up - ony [yes/no]
- reminder - ony [yes/no]
- note (internal note is not visible to the client. Use this for tags also, brilliant for the selection mailing!)
Click here for the "location upload file"