Import services from a spreadsheet

Load a whole menu from the Excel template, with category, treatment type and price type as dropdowns.

OwnerManagerNeeds services.createWebAppOpen in Shapzo

Steps

On the web

  1. Open Services, click Import, then From file (CSV / XLSX).

    The Import Services dialog
    The Import Services dialog
  2. Click Download Excel Template (.xlsx). The Category, Treatment Type and Price Type columns are dropdowns, so values always match the portal.

  3. Fill in a row per service: name, category, price, duration and anything else you know.

  4. Click Upload CSV / XLSX File and choose the file.

A panel tracks {{processed}} of {{total}} rows processed and ends with Import Complete: Imported, Total Rows, Already Existed (same name, skipped) and Invalid Rows (missing name or category). You also receive a confirmation email.

In the app

  1. On Services, tap Import in the row of buttons at the top.

    The import screen in the app
    The import screen in the app
  2. Download Excel Template (.xlsx) saves the template to the phone; fill it in on a computer.

  3. Tap Choose file, pick the CSV or XLSX, check Rows ready to import and tap Import {{count}}.

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Last updated 25 Sept 2026Something wrong or missing? Tell us.