In this article, we’ll guide you step-by-step through mapping customer feedback, star ratings, and submission dates, then importing these client reviews into MyTime using the provided CSV template.
Things to know:
- The ability to import client reviews is governed by the "Manage Clients Setup Menu" access control setting.
- Your upload must be saved in CSV format and follow the official MyTime Client Review Import Template
- While larger files are supported, we recommend capping each upload file at 1,000 client reviews to ensure optimal performance and avoid processing timeouts
- To protect the integrity of your review data, the system automatically checks every row during upload:
- Required Fields: First Name, Review Content, Star Rating, and Review Date are mandatory. Rows missing any of these fields will fail validation and be skipped.
- No Future Dates: Review dates must be set in the past or present.
- Valid Date Formatting: Dates must be valid calendar dates (e.g., an invalid date such as 30-Feb-2026 will cause the row to fail).
- Column Structure: Do not delete or rearrange any default columns in the template. You may only add, remove, or reorder columns corresponding to custom fields.
- Custom Field Formatting: Any custom field column names added to the template must be written in lowercase letters; otherwise, the import will fail.
Contents:
Import Client Review List
To import your client reviews:
- Navigate to the Clients tab
- Select the ‘Manage Clients’ drop-down menu > Import Client Reviews
- The Import Reviews screen will appear. Download the 'MyTime Client Import' template.
- Find the downloaded spreadsheet on your computer and open it
- Enter your client review information into the designated columns. Verify the accuracy and completeness of the data to ensure a seamless import process
- After completing the entry of your clients' information, save the file as a CSV
- Return to the Import section and then click the "Upload" button
- Select the CSV file from the download list. Once your file has been uploaded, click the "Import" button
Congratulations! You've successfully imported clients into MyTime using a CSV file.
Column Descriptions
| Column | Description |
| review_id | A unique identifier you assign to the review row. This field is optional. |
| client_id | A unique ID for the client in your local database (the same client_id you used in the Clients import). This field is optional; however, if provided, the review is matched to that client first; if it is blank or not found, we fall back to matching by first and last name. This field is optional. |
| client_first_name (required) | The first name of the client |
| client_last_name (required) | The last name of the client |
| review_title | A short title for the review. When imported, it combines with the review text as "Title - Content". This field is optional. |
| review_content (required) | The full text body of the client review. |
| star_rating (required) | The numerical rating. Enter a whole number from 1 to 5. |
| review_date (required) | The date the review was submitted. Must be formatted as YYYY-MM-DD (e.g., 2026-01-15). Dates cannot be set in the future. |
| mytime_location_id | The specific Location ID found under Business Setup → Business Profile → Edit Location. Leave this blank to assign the review to your account's primary/default location. This field is optional. |
| visible | Controls whether the review is publicly visible. Enter TRUE or FALSE. If left blank, this defaults to TRUE. This field is optional. |
Your client's review will now be visible in your client's profile.
For more information, contact us at support@mytime.com.
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