Как импортировать клиентов при переезде с другого учёта

If you are moving to RentOS from another program, a notebook or a spreadsheet, you do not need to add clients and their balances one by one — there is a file import.

How it is done #

1. Open "Clients" → the «Import clients».
2. Click «Download the template» and fill it in with your data. The file is accepted in the format .xlsx or .csv — exactly in the shape of the template.
3. Upload the filled-in file. Before writing anything to the database the app shows a breakdown: how many rows will be added, сколько already exist and will be skipped, сколько duplicates inside the file itself и сколько rows with errors — with the row number and the reason («unclear phone», «unclear balance»).
4. If the breakdown looks right, press «Import». Nothing is written until you confirm.

What matters about balances #

Balances are carried over as they are and do not count as revenue. This matters: clients paid you for those passes earlier and in another system, so the import must not pretend to be today's sales. In the client's operation history such a credit is labelled «Transfer from another system» — it is always visible separately from real top-ups.

What to Do If… #

…клиент в файле уже есть в RentOS? The row will be skipped; the existing client and their balance stay unchanged. The import overwrites nothing — it only adds.

…телефоны записаны по-разному — с кодом страны и без? Import them as they are. RentOS recognises a client by their number even when it is written with a different country code, and suggests similar numbers when you search.

…часть строк с ошибками? Fix them in the file and upload it again — clients already added will not be created twice, they will fall into «already exist, will skip».

…нужно выгрузить клиентов обратно? Export to Excel is in the same place, in the «Clients» section.