How to export customer contacts from Tock and import them into Check This Out?

This article describes how to download contacts from your Tock account in a format that you can upload to your Check This Out account.

  1. Login to your Tock account
  2. Click on Reports in the top menu bar
  3. Click on Daily details in the left menu bar
  4. Under daily details at the top, select the date range for the contacts you want to export. Confirm that the date range returned matches your chosen dates
  5. Click the export icon with the down arrow in the top right corner next to the print icon
  6. Save the file on your computer in .csv format
  7. Open the file you just downloaded
  8. Delete the rows that say “Cancelled” in the column titled Booked/Disputed/Cancelled
  9. Check that all of the phone numbers in the column titled “Phone” are in the format xxx-xxx-xxxx. Any numbers not in this format will not be usable in Check This Out
  10. Re-save the file on your computer
  11. Your file is now ready to upload to your Check This Out account following the steps in this link
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