Prepare Setmore contacts, appointments, and payments

Export customers from Setmore’s web app. Setmore sends the customer CSV to the account owner’s email, so confirm that the correct account owner can receive and download it.

Choose the complete appointment-history period the business needs. Record the first and last required dates before generating individual reports.

Generate appointment-history reports in the Setmore browser app and download each as XLS. Setmore recommends consecutive date ranges no longer than three months.

Name and retain each XLS file with its exact report start and end dates. Use consecutive non-overlapping periods that cover the declared history from beginning to end.

If payment history is required, export it separately from Payment history as CSV. Setmore records each transaction independently, including a refund as a separate transaction after the original payment.

Select Setmore in Schedmo, confirm that the contact file is available, declare whether full appointment and payment history are required, and enter the overall appointment-history start and end dates.

Import the customer CSV first, followed by services and team members. Then upload each appointment XLS directly and choose the intended worksheet.

For every appointment file, enter the exact Setmore report start and end dates. Schedmo reconciliation blocks approval when a file exceeds the expected period, a gap exists, ranges overlap, or the files do not cover the complete declared history.

Map client email or phone, service, practitioner, appointment start and end, and status. Missing or conflicting identities and dependencies must be corrected rather than matched by name alone.

Import only supported sale transactions from payment history. Do not import Setmore refund lines as positive sales; refunds and processor-specific payment events require a dedicated migration path.

After all files are complete, reconcile appointment coverage and financial totals, run the final delta, reconnect payments and booking links, then approve the migration.