Quick answer
Export clients from the old platform as CSV, remove duplicate header rows and obviously empty records, then use Junocal's migration wizard to map and review the data before anything is created.
Before you begin
An untouched CSV export retained as the source-of-truth backup.
A working copy containing one header row and one client per row, with passwords and card data excluded.
A decision about which field identifies a client—normally a reliable email, with phone and name used for review.
You'll know it worked when
The preview row count matches the clean working file before you start the import.
Names, emails, phone numbers and notes land in their intended Junocal fields on sampled profiles.
Invalid and skipped rows are accounted for rather than silently abandoned.
Memberships, credits and future bookings remain in separate migration steps with their relationships preserved.
Follow along in Junocal
Open the exact product area, then keep this guide beside it.
Prepare the export
Export the most complete client or customer list your old platform provides. CSV is the best format because the migration wizard can inspect individual fields and show mapping issues before import.
Keep the original export unchanged as a backup.
Work from a copy if you need to clean the file.
Keep names, emails and phone numbers in separate columns when possible.
Remove report titles, totals and repeated header rows that are not client records.
Do not add passwords or payment-card data to the file.
Map and review the CSV
- 1
Open Migrate and choose the client import path.
- 2
Upload the CSV copy. Junocal reads the header row and suggests matches for common fields.
- 3
Confirm each mapping, especially first name, last name, email, phone and notes.
- 4
Review rows flagged as missing or invalid. Fix the file and upload again when a column-level cleanup is faster than correcting rows one by one.
- 5
Run the import only after the preview totals and sample records look right.
After the import
Open several client profiles and compare them with the source export.
Check international phone numbers and clients without email addresses.
Import memberships, packs or future bookings through their own migration steps rather than mixing record types into the client CSV.
Keep the original platform available as a historical reference until the migration has been reconciled.
Troubleshooting
Start with the symptom that matches what you can see. Check the existing record before repeating a booking, payment or import.
The importer cannot recognise the columns
Check these first
Open the CSV copy and confirm the first row contains plain, unique column names rather than a report title.
Remove merged cells, subtotal rows and repeated headers introduced by spreadsheet exports.
Next step: Rename ambiguous headers, save as UTF-8 CSV and upload the corrected copy while retaining the original export unchanged.
The preview suggests duplicate clients
Check these first
Compare email and phone values after trimming spaces and normalising obvious formatting differences.
Search Junocal for a sample of the flagged people before approving new records.
Next step: Remove true duplicate rows from the working file or map them to the existing record. Do not import first and plan to untangle entitlements later.
Some rows were skipped or imported without useful contact data
Check these first
Review the validation result for missing required values, malformed emails and phone-number formatting.
Compare the imported and skipped totals with the source file and save the error list.
Next step: Fix only the failed rows in a new CSV and re-import that subset after confirming the successful rows already exist.
Answers before you get stuck
Can I import client passwords or card details?
No. Do not place passwords or payment-card data in a CSV. Clients authenticate through Junocal's own secure flow, and payment details remain with the payment processor.
Should memberships and bookings go in the client CSV?
No. Import clients first, then use the dedicated migration step for each supported record type so Junocal can validate the correct fields and relationships.
Did this guide solve the problem?
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