Switching from Fresha

Export your clients and appointments from Fresha and import the files unchanged. Tuppence recognises Fresha’s columns and previews every row before importing.

1. Exportclients, appointments
2. Add servicesand staff
3. Import clientsdry run, then Import
4. Import bookingsclashes named first

How sure we are of Fresha’s files

We haven’t checked a live Fresha export: its columns come from independent importers. If a column has changed, the import still works (see If Fresha changes its export).

Fresha’s words, and ours

In Fresha	In Tuppence	Comes over?
Client	Client	Yes
Appointment	Booking	Upcoming only
Service	Service	No, add first
Team member	Staff member	No, add first with hours
Cancellation policy, deposits	Booking policy	No, set yours
Vouchers, memberships	Gift vouchers, memberships	No, set up again

What Fresha exports

File	Contents	Import as
Client list (CSV)	Name, mobile and telephone, email, address, date of birth, staff alert, tags, marketing preferences	Clients
Appointments (CSV)	Reference, client, service, date and time, team member, price, status	Upcoming bookings

Fresha doesn’t export services. Add them first under Bookings › Services (or import a spreadsheet), using Fresha’s service and staff names so appointments match.

Export from Fresha

1. Clients: go to Clients › Clients list, then Options › Export › CSV.
2. Appointments: go to Sales › Appointments, choose dates from today to as far ahead as you take bookings, then Export › CSV.

Import into Tuppence

1. Go to Imports › Clients and choose the client list. You see Read as a Fresha client export, the column feeding each field (and why any are left out), and a dry run: new clients, existing ones (same email or phone), and unreadable rows.
2. Select Import. You can undo it for 24 hours.
3. Go to Imports › Upcoming bookings and choose the appointments file. Calendar clashes are named before anything is created. Bookings import as confirmed and nobody is messaged: Fresha already told your clients, so their first message from you is the reminder.

With the API, upload the file unchanged to POST /v1/imports; source and format show how it was read:

import os
from tuppence import Tuppence

tuppence = Tuppence(os.environ["TUPPENCE_SECRET_KEY"])

export = """Client ID,First Name,Last Name,Full Name,Blocked,Block Reason,Gender,Mobile Number,Telephone,Email,Accepts Marketing,Accepts SMS Marketing,Address,Apartement Suite,Area,City,State,Post Code,Date of Birth,Added,Staff alert,Referral Source,Tags
20417300,Harper,Quill,Harper Quill,No,,Female,+44 7700 900100,,harper.quill@example.com,Yes,Yes,,,,,,,,2023-01-01,,Instagram,VIP
20417307,Rowan,Ashdown,Rowan Ashdown,No,,Male,,+44 7700 900101,rowan.ashdown@example.com,No,No,11 Mill Lane,Flat 2,,Bristol,,BS6 1AB,,2024-06-08,Nervous of the dryer,Google,
"""
upload = tuppence.request("POST", "/v1/imports", body={"kind": "clients", "file": export})
print(upload["source"], "·", upload["format"]["name"])  # fresha · Fresha client export
print(upload["mapping"]["phone"], "·", upload["mapping"]["notes"])  # Mobile Number · Staff alert
print(upload["dry_run"]["created"], "clients to import")  # 2 clients to import

What comes over

Fresha’s column	In Tuppence
First Name, Last Name	Name
Mobile Number (else Telephone)	Phone, in E.164 (+44…, +1…)
Email	Email (matches existing clients before phone)
Address, Apartement Suite, City, State, Post Code	Address
Date of Birth	Date of birth
Staff alert	Notes
Tags	Tags
Client, Service, Scheduled Date, Time, Staff	Booking; client, service and staff member matched by name
Status	Cancelled and no-show appointments skipped

Rows sharing a Ref # and person become one booking, services back to back. Rows of one appointment with different people stay separate: a visit here has one person.

What doesn’t come over

• Marketing consent (Accepts Marketing, Accepts SMS Marketing): consent doesn’t transfer. Ask clients again before sending anything but booking messages.
• Cards, payments, prices: cards and paid deposits stay with Fresha. Bookings use the service’s price here.
• Vouchers, memberships, packages, sales: set them up again.
• Blocks (Blocked, Block Reason): block the client again from their page.
• Gender, area, referral source, join date and Fresha’s client ID.
• Past appointments, and who or what channel booked each one.

If Fresha changes its export

A file is recognised when most of Fresha’s columns are present. Missing or renamed columns are matched by header or content (a column of email addresses becomes the email) and flagged, for example Mobile Number: Phone is matched to Mobile No. instead. Fix any wrong match, then select Check with these columns. In the API, format.missing lists each with its field and the column matched instead. An unrecognisable file is read as a plain spreadsheet; send source: "fresha" to force the Fresha format.