Help › Getting started
Import your students from a spreadsheet
You don't have to type your students in one by one. Send us a spreadsheet and we bring them in for you, with their packages and upcoming lessons. Uploading it yourself, inside the app, is Coming soon.
How it works
- Save your lists as CSV files (every spreadsheet program can: File › Save as › CSV). You can send one, two or all three of the files below.
- Email them to support@myamberagent.com and tell us your studio's name.
- We do a practice run first and send you a summary: how many people, packages and bookings, and anything we couldn't read.
- Once you're happy, we import for real. Nobody is texted or emailed during an import.
The three files
Each file needs a header row. Write dates as 2026-11-30, times as 18:30 and money as 450.00.
People
- id (your own number for the person) and a first or last name.
- Optional: email, phone, birthday (month and day; we don't keep the year), role (student, instructor or guardian), the guardian's id for a child, and notes.
Packages
- id and the person's id.
- The package name, private, group and party lessons left, expiry date, price paid and date bought. Balances come in as carried over, not as new sales, so your revenue isn't counted twice.
- Memberships aren't imported: sell them again at the desk.
Upcoming bookings
- The person's id, date, start time, length in minutes, the kind of lesson, and the instructor for a private lesson.
Duplicates
If someone is already in your studio with the same email and name (or the same phone), they are matched, not added twice. People are never merged, and sending the same files again changes nothing.
Would you rather we did it all? A guided import from your current system is a paid service. Ask support@myamberagent.com.
Something not as described? Write to support@myamberagent.com.