Exporting your Customers from Timely
So coming from Timely, we’ll need you to export your Customer List with as much information as possible.
From the Reports section, choose Customer List under the Customers section and click CSV to save the file locally to your computer.
Exporting your Appointments from Timely
Similar to the Customer List, you’ll want to export the Appointment Schedule from the Reports section.
Using the filter at the top of this report, select your date range to include all your past and future appointments, and then click View Report to generate your data.
Once you’re satisfied with what’s displayed, select CSV to save the file to your computer.
Locate the file on your desktop and upload it to Noterro!
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
Exporting your Customers from Timely
So coming from Timely, we’ll need you to export your Customer List with as much information as possible.
From the Reports section, choose Customer List under the Customers section and click CSV to save the file locally to your computer.
Exporting your Appointments from Timely
Similar to the Customer List, you’ll want to export the Appointment Schedule from the Reports section.
Using the filter at the top of this report, select your date range to include all your past and future appointments, and then click View Report to generate your data.
Once you’re satisfied with what’s displayed, select CSV to save the file to your computer.
Locate the file on your desktop and upload it to Noterro!
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
Exporting your Customers from Timely
So coming from Timely, we’ll need you to export your Customer List with as much information as possible.
From the Reports section, choose Customer List under the Customers section and click CSV to save the file locally to your computer.
Exporting your Appointments from Timely
Similar to the Customer List, you’ll want to export the Appointment Schedule from the Reports section.
Using the filter at the top of this report, select your date range to include all your past and future appointments, and then click View Report to generate your data.
Once you’re satisfied with what’s displayed, select CSV to save the file to your computer.
Locate the file on your desktop and upload it to Noterro!
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
