{"id":1548,"date":"2025-02-16T06:12:21","date_gmt":"2025-02-16T06:12:21","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4916646912925-import-and-export-of-the-client-database\/"},"modified":"2026-02-13T15:27:56","modified_gmt":"2026-02-13T15:27:56","password":"","slug":"4916646912925-import-and-export-of-the-client-database","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4916646912925-import-and-export-of-the-client-database\/","title":{"rendered":"Import and export of the client list"},"content":{"rendered":"\n<p>In the mobile app, you can import contacts from your device\u2019s address book into Altegio or export your client list to your smartphone or tablet.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br><br>To import contacts into the client list, your team member must have access rights to the <strong>All Clients<\/strong> section.<\/p>\n\n\n\n<p>To export contacts, your team member must have the following permissions in the <strong>All Clients<\/strong> list:<\/p>\n\n\n\n<p><strong>Show phone numbers and emails in the client list<\/strong><\/p>\n\n\n\n<p><strong>Export client list to Excel<\/strong><\/p>\n\n\n\n<p><strong>Show clients of all team members<\/strong><\/p>\n\n\n\n<p>Access rights are configured in the web version under <strong>Settings &gt; Team members<\/strong> (in the team member profile on the <strong>Access<\/strong> tab), and also in the mobile app in the team member settings.<\/p>\n\n\n\n<p>If your phone book contains many contacts, please wait \u2014 it may take some time for all data to load.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Import and export<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Clients<\/strong>.<\/li>\n\n\n\n<li>Tap the <strong>three dots<\/strong> in the upper-right corner.<\/li>\n\n\n\n<li>Choose:\n<ul class=\"wp-block-list\">\n<li><strong>Add from phone book<\/strong> to import, or<\/li>\n\n\n\n<li><strong>Save to phone book<\/strong> to export.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>On the page that opens, allow the Altegio app to access your contacts.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d09bd63e755&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d09bd63e755\" class=\"wp-block-image size-large is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1018\" height=\"1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-1018x1024.png\" alt=\"\" class=\"wp-image-274726\" style=\"width:428px;height:auto\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-1018x1024.png 1018w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-298x300.png 298w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-150x150.png 150w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-768x773.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13-360x362.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-13-at-19.24.13.png 1336w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Import<\/h2>\n\n\n\n<p>You will see a list of all contacts on your device. Select the required contacts using the checkbox, or upload the entire phone book by tapping <strong>Select all<\/strong>.<\/p>\n\n\n\n<p>If the selected contact has multiple phone numbers, you will need to choose which number to import into Altegio.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Export<\/h2>\n\n\n\n<p>Select the clients you want to export, or transfer the entire client list by tapping <strong>Select all<\/strong>.<\/p>\n\n\n\n<p>Tap <strong>Import selected<\/strong> to move contacts into Altegio, or <strong>Export selected<\/strong> to move contacts from Altegio to your phone book.<\/p>\n\n\n\n<p>If the selected contact\u2019s phone number matches a client already in the client list, it will not be added.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Notes<\/strong><br><br>If a client\u2019s first name and last name are stored in separate fields in your phone book, they will be imported into separate fields in Altegio as well. If the full name is stored in a single field, it will be imported into the <strong>First name<\/strong> field.<\/p>\n\n\n\n<p>If the <strong>Last name<\/strong> field is disabled in your branch\u2019s appointment book settings, only the first name will be shown during import. However, the last name (if stored in a separate field) will still be imported into the client list.<\/p>\n\n\n\n<p>To display the client\u2019s last name in the client list after import, enable last name display in the web version of the system.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>In the mobile app, you can import contacts from your device\u2019s address book into Altegio or export your client list to your smartphone or tablet. Important To import contacts into the client list, your team member must have access rights to the All Clients section. To export contacts, your team member must have the following&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4916646912925-import-and-export-of-the-client-database\/\">Continue reading <span class=\"screen-reader-text\">Import and export of the client list<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"doc_tag":[1714,1507,2101,1357],"class_list":["post-1548","docs","type-docs","status-publish","hentry","doc_category-employee-mobile-app","doc_tag-all-clients-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":393,"total_views":"530","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Employee mobile app","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/employee-mobile-app\/"}],"doc_tag_info":[{"term_name":"All Clients","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/all-clients-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1548","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1548"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1548\/revisions"}],"predecessor-version":[{"id":274744,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1548\/revisions\/274744"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1548"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1548"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1548"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}