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Maple also allows you to import Customer and Event data from other sources like CRMs.
To import data into Maple, your upload must be in CSV format.

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Preparing Events Import

To import events, the Item ID associated with the event is required in the upload CSV. To get the Item ID,
  • Go to Billables > Items
  • Copy the Item ID by clicking on the ID for the required item
  • Once copied, ensure your CSV has an Item ID (or equivalent column) and add the copied Item ID to the required rows

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Importing Data

To import the required data,
  • Go to Settings > Import
  • Click on the import button and select the category of you’re importing - Customers or Events
  • Upload the required CSV file
  • Identify and select the header row in the uploaded document
  • Map the columns in the CSV uploaded document to the columns required for Customers and Events
Included columns not mapped to a destination column (max. 20) will be saved as properties.
  • Click Submit to start your import
Depending on the amount of data being import, the import may take some time to complete. You will be notified over email once the import is complete.

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Import Results

  • Once the import is complete, you can see the results listed on the import page
  • Click on the results to view which rows have been completed successfully, which are pending and which have failed

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Addressing Import Failures

  • If some rows have failed, review the reason for the failure under the “Error” column
  • You can fix the data in either the original import file (keeping only the failures) or in the exported results
  • Re-upload the data after addressing the errors