Moving your clients from a spreadsheet to AbanteOS

Coaching from Google Sheets, Excel or another app? Any sheet with names and emails works.

You move your own clients, so you decide what comes across and when. Nothing is saved until you’ve checked every row, and you can undo an import if something looks wrong.

What you can bring

Your client list from any CSV or Excel (.xlsx) file.
Measurements, habits and past workouts from a spreadsheet, if you've kept them.
Past workouts your clients logged in Hevy or Strong (they export these themselves).

1. Get your data out of a spreadsheet

Get your sheet ready

One row per client, with a header row. Useful columns: name (or first and last name), email, phone, start date and notes.
Google Sheets: File › Download › Comma-separated values (.csv) or Microsoft Excel (.xlsx).
Excel: save as .xlsx or CSV. If your workbook has several tabs, you'll pick the right one when you import.

Not sure where to start? Download the blank template on the import screen and fill it in.

Measurements, habits and past workouts (optional)

Measurements: one row per client and date, with the client's email, the date, then a column for each measurement (for example Weight (kg), Waist (cm)).
Habits: one row per client and day, with email, date, then a column for each habit (✓, yes or a number such as 8000).
Past workouts: one row per set, with date, exercise, reps and weight. Add an email column for several clients, or pick the client when you import one person's file.
Each tab has its own blank template to download.
Clients who log in Hevy or Strong can export their own data from those apps' settings and send you the file.

2. Import your clients into AbanteOS

Sign in to AbanteOS, open Clients and click Move clients over.
On “Clients from a file”, choose Spreadsheet in “From”, then click Choose file and pick your CSV or Excel (.xlsx) file. Up to 2,000 clients at a time.
Check the columns. We match them for you where we can; change any that are wrong and leave the ones you don’t need on Skip. Each client needs a name, and an email if you want to invite them.
Check every row. Each one shows as Ready, Invalid (for example a missing name or a date that doesn’t make sense) or Duplicate (the same email twice, or someone who’s already your client), and nothing is saved yet.
Leave “Make invite links for clients with an email” ticked and click Import. Nothing is emailed to anyone at this point.

Good to know for a spreadsheet:

Choose Spreadsheet (or Other) in “From”, then check each column's match. Anything you don't need can stay on Skip.
If you have start dates, pick the date order your sheet uses (for example DD/MM/YYYY).
Measurements, habits and past workouts each have their own tab in Move clients over. Import your client list first so we can match people by email.

Made a mistake? You can undo your latest import from Past imports in Move clients over.

Programmes from a PDF

If you’ve saved programmes as PDFs, open the Programme PDF tab in Move clients over and choose a file (up to 5 MB and 30 pages). We read it, turn it into a draft programme and don’t keep the file. Check the exercises, sets and reps before you assign it, because print-outs don’t always read perfectly.

3. Invite your clients

After the import, you’ll see an invite link for each client with an email. Click Copy (or Copy all) straight away: the links are only shown once.
Send each client their link yourself, by email, WhatsApp or text. A short note helps, for example: “I’m moving our coaching to a new app. Tap this link to set up your account and you’ll see your programme there.”
Each link works for 14 days. If one gets lost or runs out, open that client in Clients and create a new link.
Clients open the link, create their account and can then use the app in any phone browser and add it to their home screen.

Tip: keep your old setup running until your clients have joined, so nobody misses a session.

What doesn’t carry over

Messages and chat history. No coaching app we know of exports them, so keep your old account for reference for a while.
Progress photos. Ask clients to add their key before-and-after photos again.
Check-in and form answers. Set up your check-ins and forms again in AbanteOS.
Payments and subscriptions. Set up your plans in AbanteOS, ask clients to pay there, and stop billing in your old app so nobody pays twice.
Passwords. Clients create a new AbanteOS account from your invite link.

Ready to start?

Try AbanteOS free for 30 days with every feature, including Move clients over. Or try the import screen in the demo first, with invented clients. Stuck? Email info@abanteperformance.com.

Start your free trial