Folia
Planner Suite

Coming from Timeline Genius?

Export your Timeline Genius contacts as a CSV and import them straight into your Folia Rolodex — no template, no reformatting.

If you keep your vendors and venues in Timeline Genius, you don't have to retype any of it. Timeline Genius calls its contact library a Rolodex, and so does Folia — so this is a like-for-like move. Export a CSV from Timeline Genius, upload it to Folia, and confirm the columns we detected.

You do not need to reformat the file or fill in a Folia template first. Our importer reads whatever column titles your file already has and matches them to Folia fields for you.

Step 1: Export your contacts from Timeline Genius

  1. Go to your Rolodex in Timeline Genius.
  2. Click the Import/Export CSV button.
  3. Click Download CSV.

You'll get a zip file containing separate CSV files for your vendor, venue, and client contacts.

Timeline Genius changes its interface from time to time, so these buttons may sit somewhere slightly different. However you get there, the only thing Folia needs is the CSV file at the end.

Step 2: Unzip the download

The export arrives as a zip file, so double-click it to open it first. Inside you'll find one CSV per contact group, with names like vendors.csv and venues.csv.

Folia imports one CSV at a time. Import your vendors file, then repeat the same steps for venues. Both land in the same Rolodex, so you can bring in as many of these files as you like.

Step 3: Import into your Folia Rolodex

  1. Go to Rolodex in the Folia sidebar.
  2. Click Import.
  3. Drag in one of the CSV files you just unzipped.
  4. Match your columns. Folia shows every column it found in your file next to the Folia field it's going into. Change anything that looks wrong, and set any column we couldn't place. Only Vendor / Business Name is required.
  5. Review your contacts. Click any cell to fix a value before saving. Websites get an https:// prefix and phone numbers are tidied up automatically.
  6. Click Import.

Anything that can't be saved is skipped and listed for you by row, so one bad phone number never blocks the rest of the file.

What comes across

Timeline Genius exports more per contact than most spreadsheets do, and Folia has a home for nearly all of it:

From Timeline GeniusLands in Folia as
Vendor, venue, or business nameVendor / Business Name
Vendor role or typeCategory
Contact name (or first and last name columns)Contact Person
Email addressEmail
Phone numberPhone
WebsiteWebsite
Instagram, TikTok, Facebook, X handlesSocial handles
Street, city, state or region, postal code, countryAddress
Contract notes, guidelines, custom notesNotes

Social handles are cleaned up as they import, so a full profile URL and a bare @handle both end up stored the same way. Addresses work whether your file keeps them in one column or splits them across several, and non-US column titles like county, postcode and eircode are recognized too.

Worth knowing before you start

  • Up to 1,000 contacts per file. If your export is larger, split it into a couple of files and import them one after the other. Files can be up to 4 MB.
  • Importing the same file twice creates duplicates. Folia doesn't match incoming rows against contacts you already have, so if an import goes wrong, delete those contacts before trying again rather than re-uploading on top.
  • Your client CSV is usually not a Rolodex import. The Rolodex is for the vendors and venues you work with repeatedly. Your couples belong in Folia as their own weddings — see Managing Client Weddings.
  • Your Rolodex is private to your business. Contacts you import are visible to your team only, never to the couples you invite into a wedding.

Next steps