Where to find it

Open Settings, choose Account, then find Client Data Management.

Step by step

1

Prepare the file

Use one row per client and keep clear column headings such as first name, last name, email, phone, and date of birth.

2

Open the import tool

Choose the client import option under Client Data Management and select the spreadsheet from your device.

3

Review the column mapping

Confirm that each source column maps to the correct MyoMesh field. Leave irrelevant columns unmapped.

4

Review before importing

Check the preview for missing names, invalid dates, or duplicate email addresses. Correct the source file if needed.

5

Complete the import

Start the import and review the result summary before working with the new client records.

Important checks

  • Keep an untouched copy of the original export.
  • Import a small sample first when the source system uses unusual date formats.
  • A client email should identify one client record; resolve duplicates before importing.

Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.