With Arketa, we automatically collect emails of every client who books a class or interacts with your business.
If you have an additional list of customers you'd like to upload, you can import this directly into Arketa. Note: Clients without email addresses cannot create or sign in to accounts, even if they are included in the CSV file.
Navigate to "Customers > Clients" in the dashboard.
Click "More" and select "Import Clients".
Download the provided CSV template.
Fill out the template, ensuring all required columns are formatted correctly.
Upload the completed CSV file to complete the import process.
You can find a template of the upload CSV format here.
Troubleshooting Common Issues
If you encounter issues during or after the import process, follow these steps:
Allow Processing Time: After uploading, the system may take a short time to process the file before all contacts appear.
Use the Correct Template: Ensure your CSV file matches the headers and format of the provided template.
Review and Fix Problem Rows:
During the "Review & validate" step, click Download problem rows to identify issues.
Correct the data in the spreadsheet, remove the "Validation Status" column, and re-upload the corrected CSV.
Check Skipped Rows:
Go to Clients > More > Import History > Details > Download skipped rows to identify rows that weren’t imported and why.
What fields does Arketa track?
Email address
First Name
Last Name
Address
Phone Number
Birthday
Client Upload Template
Understanding Import History and System Behaviors
When reviewing Import History, you may notice that many clients are marked as "updated" but none as "added." This occurs because the system matches rows to existing clients by email (case-insensitive). If a match is found, the system updates the existing record instead of creating a new one. To ensure new clients are added, verify that the emails in your CSV file do not duplicate those of existing clients in your dashboard.