All features
MIGRATE

Import CSV history

Canonical template + dry-run preview + undo. Migrate a whole school in 5 minutes without losing a row.

Data,Coach,País,Parceiro,Valor
01/04/2026,João,PT,—,45,00€
03/04/2026,Maria,FR,Hotel Alvor,55,00€
05/04/2026,João,UK,—,50,00€
07/04/2026,Pedro,BR,Hotel Alvor,60,00€
⚠ valor pago ao treinador descartado (privacidade)
HOW IT WORKS

Three steps.

01.

Download the template

16 canonical columns: Data, Valor faturado, Surf coach, Fonte, Origem (País), Género, Parceiro, Fee parceiro, Nome, Email, Telefone, Altura, Peso, Tamanho pé, Nível. Fill in Excel/Numbers/Google Sheets. Column order is free. Your existing format also works as a fallback (fuzzy match).

02.

Preview with warnings

Upload → dry-run shows column map, totals by partner/country/channel, first 20 rows, errors with line numbers, unrecognised columns, detected clients. Columns like 'instructor pay' are auto-dropped by privacy policy.

03.

Import + build CRM

Confirm → bulk insert. Also creates clients in cm_clients (school CRM), links lessons to clients via cm_external_lesson_clients. NEVER creates SurfBooking accounts automatically — if a user with that email exists, just links. 'Revert import' undoes everything in 1 click via batch ID.

Ready to ship it?

Open the Surf Booking Control Center and roll this out today.

See it in Control Center