LEAVING FRESHA
Export your clients from Fresha and bring them to Owneli.
The steps at Fresha follow its own help, checked on the date shown. Owneli’s importer then reads the file, shows you every column, and writes nothing until you have checked a dry run.
Short answer
In Fresha, go to Clients, then Clients list, then Options, and choose Excel or CSV; export the rest from Reports with the date range set to All Time. In Owneli, choose Fresha as the source under Settings, then Plan & data, then Import. Fresha’s layouts are recognised, from clients to sales history.
Export from Fresha
You need Fresha’s “Can download clients” permission.
Open your client list
In Fresha, go to Clients, then Clients list.
Export it
Select Options, then Excel or CSV. In the phone app, the Actions menu (three dots) on the Clients screen does the same.
Export the rest from Reports
Open each report you want to bring (Client list, Service list, Product list, Membership list, Packages list, Gift card list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail), set the date range to All Time, then Options, then CSV.
Use the detail version of each report, not the summary: Owneli refuses a summary and says which report to fetch instead. Saved cards cannot be exported from Fresha.
These steps follow Fresha help: export your client list, checked 2026-10-22
Bring it into Owneli
Admins and owners import under Settings. Nothing is written until you have checked it.
Open the importer
Go to Settings, then Plan & data, then Import.
Choose where the data is from
Pick Fresha under “Where is this data from?”, then drop in your files: CSV, TSV or Excel (.xlsx), up to 15,000 rows each. An older .xls file needs saving as .xlsx or CSV first.
Check the columns
Every column is shown beside your own data, with the field it goes into. Point any column Owneli did not recognise at a field, or leave it out on purpose.
Dry run, then import
The dry run shows exactly what will be created, matched or skipped. Run the import; if anything looks wrong, Roll back import removes what it created.
What comes across from Fresha
Checked against Owneli’s importer on the date shown.
| In your export | In Owneli | How it comes across |
|---|---|---|
| Clients list export | Clients, with their marketing consent | Recognised automatically |
| Client list report | Loyalty balances, staff alerts and notes on your clients | Recognised automatically |
| Service, product and team lists | Services, products and team members | Recognised automatically |
| Membership, package and gift card lists | Memberships as records, packages and gift card balances | Recognised automatically |
| Waitlist and stock reports | Waitlist entries and stock levels | Recognised automatically |
| Appointment list and Sales log detail | Appointment and sales history | Recognised automatically |
| Saved cards | Clients add their card again through a secure link | Does not come across |
| Forms, consents and photos | Not part of a standard export | Does not come across |
Owneli’s terms
The same for every business, in three lines.
No commission on clients you bring
The clients you import, and the clients who book through your own booking links and website, carry no commission. Card payments carry a processing fee, which is not published yet.
No contract
Cancel any time. Nothing is billed after you cancel.
Export your clients any time
Clients, then Export, downloads your client list as a spreadsheet whenever you like.
Read the guide: Export your clients any time
What Owneli does not do yet
Worth knowing before you choose.
Questions
Do memberships keep billing after I import them from Fresha?
No. Imported memberships are records only: auto-renew is off and no card is charged. Collect payment details again and restart billing yourself when you are ready.
Will imported clients get marketing messages?
Only those your file marks as opted in. Marketing consent follows the file: a no, a blank, or a file with no consent column leaves the client opted out.
Can I undo the import?
Yes. Roll back import deletes only the records that import created, unless they are already in use, such as an imported client with a new appointment.
Sources
Facts about other companies come from their own public pages on the date shown. Prices and plans change; check their current page before deciding.
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