Prepare a Timely data export

Ask Timely support for the business data export and provide the required delivery date. Timely advises that a request may take up to 48 hours.

Download every file from Timely’s customer data-sharing site. Timely currently identifies Clients, Appointments, Services, Client Notes, Products, and Product Purchases as the exportable bundle.

Keep the untouched files together with the export request date, Timely account name, included locations, source timezone and currency, and the person who obtained the export.

In Schedmo, select Timely and confirm whether all six files were supplied. If the bundle is partial, request the missing files before cutover or deliberately remove those datasets from the migration scope. Record the exact location for a single-location export and the date the export was prepared.

Import Clients first. Map Timely’s stable client identifier when present, plus email and phone, so dependent files can attach to the correct person without unsafe name-only matching.

Import Services before team members and appointments. Timely does not list staff profiles, service assignments, or rosters in its standard six-file bundle, so prepare those separately when required. Review duration and prices explicitly; do not assume that missing amounts or durations mean zero.

Map Products to inventory and use Product Purchases only where its rows represent supported historical sales. Refunds, adjustments, discounts, tips, gift cards, memberships, and split payments require dedicated review.

Treat reward points, custom fields, consent history, attachments, saved cards, complex recurring or group bookings, and other data without a lossless Schedmo target as controlled exclusions or concierge work.

Run server validation for every file and resolve duplicate identities, missing dependencies, invalid dates, and financial differences before importing.

Reconcile all selected Timely datasets and business totals, import a final delta after the Timely freeze window, then approve the migration and switch public links.