Do you have existing contacts that you’d like to manage in Studio Manager? With a CSV file, you can easily use the import feature in Contacts to bulk transfer your contacts into Studio Manager.
On this page:
- Importing a third-party platform’s CSV file
- Importing with Pixieset’s CSV template
- Frequently Asked Questions (FAQ’s)
Importing a third-party platform’s CSV file
Studio Manager supports CSV files from the following platforms:
- Bloom.io
- Dubsado
- Honeybook
- Session
- Shootproof
- Studio Ninja
- 17Hats
If you have a supported file, you can import your entire client list exactly as-is by going to Contacts > Import. It’s that easy!
Once your file is uploaded, Studio Manager will automatically generate your contact list as clients using the information provided. If you need to sort your contacts by other contact types (e.g. “Lead” or “Other” instead of “Client”), you can edit your contacts’ type on an individual basis afterwards.
Note: Any contacts that share the same email address as existing contacts in Studio Manager will be skipped during the import.
Importing with Pixieset’s CSV template
If you do not have a supported file from one of the platforms listed above, you can use Studio Manager’s CSV template to bulk import contacts instead. To download the template, go to Contacts > Import and click “Download”.
Once downloaded, open the template in a spreadsheet software like Microsoft Excel or Google Sheets. The template will contain pre-determined column headers to help you organize your contacts’ information.
In order to successfully import your contacts using this template, organize all of your contacts’ information according to the column headers. Do not re-label the headers. Here is an example of what a correctly formatted CSV file looks like:
Once your CSV file has been formatted, you can return to Contacts > Import and upload it. When the import is completed, Studio Manager will automatically generate your contact list as clients using the information provided. If you need to sort your contacts by other contact types (e.g. “Lead” or “Other” instead of “Client”), you can edit your contacts’ type on an individual basis afterwards.
Note: Any contacts that share the same email address as existing contacts in Studio Manager will be skipped during the import.
Frequently Asked Questions (FAQs)
- Can I import contacts that registered their email addresses in my galleries?
- What if I have an email address in my CSV file that already exists as a contact in Studio Manager?
- What if I don’t have some information for specific contacts yet?
- What does the “There are missing headers in this file. Please upload a CSV file and try again” message mean?
Can I import contacts that registered their email addresses in my galleries?
Yes! If you have exported a CSV from any of your collections’ Email Registrations, you can upload the file exactly as-is into your Contacts page. When the import is completed, they will be generated as clients in Studio Manager.
What if I have an email address in my CSV file that already exists as a contact in Studio Manager?
Any contacts that share the same email address as existing contacts in Studio Manager will be skipped entirely during the import. In other words, our system will not overwrite your pre-existing Studio Manager information. If you need to modify an existing contact, you can do so by editing their contact profile.
What if I don’t have some information for specific contacts yet?
The only required field for a contact is their email address, which our system needs to generate a contact profile. Every other field is optional, so you can simply leave them blank in your CSV file if you don’t have the information for that specific contact yet.
After your CSV file is imported, you can always edit your contacts’ profiles in your Studio Manager Dashboard as needed.
What does the “There are missing headers in this file. Please upload a CSV file and try again” message mean?
This error appears when your CSV file does not contain the exact column headers provided by our CSV template. Here is an example of a correctly formatted CSV file:
To resolve this error, complete the following:
- Update your CSV file so that the first row of your document contains the column headers from the CSV template. Do not re-label the column headers.
- Confirm that all of your contacts’ information is organized underneath according to the column headers (e.g. first names are listed under the “First name” header).
- Save your CSV file and upload it again in your Contacts page.