Getting started·Setup8 min read

Bulk import from a spreadsheet

Move customers, services, policies, FAQs, and reply templates into Yesoma in one pass — paste or upload a CSV.

In this guide

What you can bulk-import
How an import works
Required columns per entity
Duplicates
Who can import
Tips before you upload
Related guides

If you already have your customers, services, policies, FAQs, or reply templates in a Google Sheet, Excel file, or an export from another tool, you don't have to retype any of it. Each of those five sections in Yesoma has an Import CSV button — upload (or paste) the rows, preview them, and commit.

What you can bulk-import

CustomersImport CSVServicesImport CSVPoliciesImport CSVFAQsImport CSVReply templatesImport CSV (in the page header)

You'll find each Import CSV button right in the section it belongs to: Customers in the Customers page header, Services / Policies / FAQs inside Business Brain, and Reply templates in the Templates page header.

How an import works

Every import follows the same flow:

Click Import CSV. The dialog opens.
Click Download template to grab an empty CSV with the right column headers. Fill it in, save, and come back.
Either Upload .csv or paste the rows straight into the textarea.
Yesoma shows a live preview underneath — the count of valid rows and any rows that'll be skipped (missing required fields).
Click Import N rows to commit. You'll see a toast with how many were added, skipped (duplicates), or errored.

You can do up to 500 rows per import. Split larger files.

Required columns per entity

Customers

Required · one of email / phone / WhatsApp / name

Optional · tags, notes

Services

Required · name

Optional · description, price_type, price_value, currency, duration_minutes

Policies

Required · title, content

Optional · type (refund / cancellation / deposit / rescheduling / late_arrival / no_show / travel / other)

FAQs

Required · question, answer

Templates

Required · name, body

Optional · category, channel (email / whatsapp / both), tone

You don't have to match the column names exactly — Yesoma understands common synonyms (e.g. Full Name → name, Description → content, Q → question, Body / Text / Reply → body). If your export uses something unusual, rename the column to match the template before importing.

Duplicates

Yesoma de-dupes against existing rows so importing the same file twice won't create duplicates:

Customers — email, phone, or WhatsApp match.
Services — same name.
Policies — same type + title.
FAQs — same question text.
Templates — same name.

Existing rows are skipped, not overwritten. If you need to update an existing service or template, edit it directly in the app — the import path only adds new ones.

Who can import

Customers, Templates — agent and above.
Services, Policies, FAQs — owners and admins only (Business Brain is gated to protect AI accuracy).

Tips before you upload

The Download template button is the fastest way to get the columns right. Treat it as the canonical schema.
If your file has odd line breaks inside a field (e.g. a multi-paragraph policy), wrap that cell in double quotes — most spreadsheets do this automatically when you export.
For policies and templates with long bodies, paste from your existing doc rather than retyping — formatting (line breaks, lists) carries over fine.

Build your Business Brain — what services, policies, and FAQs do for the AI.
Use Community templates and playbooks — bring in vetted templates from other Yesoma owners instead of importing your own.