# Importing Data

Getting your existing data into ScheduLink is the fastest way to make the workspace feel like your own. You have two options for populating your account: using our Bulk Import Service or adding data Manually.

### Option 1: Bulk Import

If you have a large database of clients, contacts, and staff, let us handle the heavy lifting. We will clean, format, and import your database for you.

How it works:

1\. Get the Template

Open our Google Sheet <https://docs.google.com/spreadsheets/d/1lGLlGxbClD4FTPFzh4JTRoBMb9WZBCW4mYDz8cmjQXQ/edit?usp=sharing>

* Click File > Make a copy to save a version to your own Google Drive.

2\. Fill in Your Data

The spreadsheet has three main tabs for your data:

* Accounts: Your clients, leagues, and organizations.
* Contacts: These are the people associated with your accounts.
* Employees: Your internal staff and photographers.

💡 Note: Please read the "Instructions" tab inside the sheet first. It explains exactly what information is required for each column to ensure a smooth import.

3\. Send it to Us

Once your sheet is ready, email the file to <seenu@ScheduLink.io>.

⏳ Turnaround Time:

We typically process data imports within 2-3 business days. We will notify you via email as soon as your data is live in your workspace.

***

### Option 2: Manual Entry

If you are just starting out or only have a few clients to add, you can enter them directly inside the app.

⚠️ Important Note: Define Your Lists First

When adding data manually, you will be asked to select dropdown options like Contact Roles (e.g., Director, Admin) or Account Status (e.g., Active, Prospect).

* If you haven't set these up yet, those dropdowns will be empty.
* Recommendation: We suggest going to Setup > Preferences to define your Roles and Tags *before* adding your data manually. However, you can always add the data now and come back to update the tags later.

How to add data manually:

🏢 Accounts

* Go to the Accounts tab.
* Click the Add button (top right).
* Add your accounts one at a time.

👤 Contacts

There are two ways to add a contact:

1. Via the Contacts Tab: Go to the Contacts tab, click Add (top right), and select the Account they belong to from the dropdown.
2. Via the Account Page: Open the specific Account you are working on, scroll to the Contacts section, and click the Add button there.

📸 Staff

* Go to Setup > Employees.
* Click the Add button to add your team members one by one.

***

#### ❓ Need Help?

If you are unsure how to export data from your current system or have questions about the spreadsheet formatting, just email us or book a setup call. We are happy to help you prepare your files.


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