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:
Via the Contacts Tab: Go to the Contacts tab, click Add (top right), and select the Account they belong to from the dropdown.
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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