--- title: "Connect Booker Merchant and EasyCSV - APIANT.ai" description: "When \"New Order\" fires in Booker Merchant, your agent runs \"Create CSV File\" in EasyCSV." canonical: "https://apiant.ai/connect/booker-merchant-to-easycsv" --- # Connect Booker Merchant and EasyCSV When **New Order** fires in [Booker Merchant](https://apiant.ai/connections/booker-merchant), your agent runs **Create CSV File** in [EasyCSV](https://apiant.ai/connections/easycsv), or **New Spreadsheet Row Import** in EasyCSV to **Find Customers** in Booker Merchant. Describe the whole flow and it is built, tested on every scenario and kept running. Booker Merchant **6** triggers Booker Merchant **53** actions EasyCSV **1** trigger EasyCSV **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Booker Merchant and EasyCSV to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) EasyCSV takes spreadsheets and CSV files from your team or your clients and turns each row into something Booker Merchant can act on, such as a customer, employee or room at a location. Going the other way, activity in Booker Merchant like new orders or appointment changes can be written back out as a CSV file for whoever needs it. Example flows ## What Booker Merchant and EasyCSV can do together ### From Booker Merchant to EasyCSV - When **New Order** in Booker Merchant then **Create CSV File** in EasyCSV - When **New or Updated Appointment** in Booker Merchant then **Parse CSV File** in EasyCSV ### From EasyCSV to Booker Merchant - When **New Spreadsheet Row Import** in EasyCSV then **Find Customers** in Booker Merchant - When **New Spreadsheet Row Import** in EasyCSV then **Create Customer** in Booker Merchant Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Booker Merchant and EasyCSV ## Triggers and actions 7 triggers · 55 actions - Trigger **New Customer** Triggered when a new customer is added at a location. - Trigger **New Order** Triggered when a new order is added at a location. - Trigger **New or Updated Appointment** Triggered when an appointment is added or updated. - Trigger **New or Updated Appointment Treatment** Triggered when an appointment treatment line is added or updated. - Trigger **New or Updated Customer** Triggered when a customer is added or updated. - Trigger **Updated Customer** Triggered when an existing customer is updated. - Action **Create Customer** Create a new customer. - Action **Create Dependent Customer** Create a customer that belongs to another customer's account. - Action **Create Employee** Create a new employee. - Action **Create Membership** Create a new membership. - Action **Create Room** Create a new room. - Action **Create Special** Create a special/promotion at a location. - Action **Delete Customer** Delete a customer. - Action **Delete Employee** Delete an employee. - Action **Delete Membership** Delete a membership. - Action **Delete Room** Delete a room. - Action **Find Appointments** List appointments at a location within a date range. - Action **Find Customers** List/search customers at a location. - Action **Find Employees** List employees/staff at a location. - Action **Find Location** Find a single location matching your filters. - Action **Find Locations** List locations for the merchant account. - Action **Find Orders** List orders at a location. - Action **Find Packages** Search the packages a location sells. - Action **Find Products** Search the products available to sell on an order. - Action **Find Rooms** Search the treatment rooms at a location. - Action **Find Series** Search the service series a location sells. - Action **Find Specials** List active specials/promotions at a location. - Action **Find Treatments** List bookable treatments/services at a location. - Action **Get Appointment** Get a single appointment by ID. - Action **Get Appointment By Booking Number** Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id. - Action **Get Appointments** Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times. - Action **Get Customer** Get a single customer by ID. - Action **Get Customer Appointments** List the appointments booked for one customer. - Action **Get Customer Types** List the customer types configured at a location. - Action **Get Employee** Get a single employee by ID. - Action **Get Employee Schedule** Retrieve an employee's working schedule. - Action **Get Gift Certificate Templates** List the gift certificate templates a location offers. - Action **Get Location** Get a single location by ID. - Action **Get Location Cancellation Policy** Retrieve a location's cancellation policy. - Action **Get Location Categories** List a location's service categories. - Action **Get Location Return Policy** Retrieve a location's return policy. - Action **Get Location Schedule** Get a location's day schedule / business hours. - Action **Get Location Sub Categories** List the sub-categories under a location's service category. - Action **Get Package** Retrieve a package by its id. - Action **Get Product Categories** List the product categories available. - Action **Get Product Sub Categories** List the product sub-categories available. - Action **Get Quantity In Stock** Check the stock level of a product. - Action **Get Room** Retrieve a room by its id. - Action **Get Special By Code** Retrieve a promotional special using its code. - Action **Get Treatment** Get a single treatment/service by ID. - Action **Update Customer** Update a customer record. - Action **Update Employee** Update an existing employee. - Action **Update Employee Schedule** Update an employee's working schedule. - Action **Update Location** Update an existing location. - Action **Update Location Cancellation Policy** Update a location's cancellation policy. - Action **Update Location Weekly Day Schedule** Update a location's weekly opening hours. - Action **Update Membership** Update an existing membership. - Action **Update Room** Update an existing room. - Action **Update Treatment** Update an existing treatment. - Trigger **New Spreadsheet Row Import** Fires instantly for each row/record as EasyCSV imports a spreadsheet. In EasyCSV, open your import's Sheet Details, check "Post imports to Webhook", and paste this trigger's minted URL. EasyCSV sends one POST per row; the payload binds as {{ trigger.body.* }} (record_data holds the row's column values, plus import_id/import_name/sheet_name/importer_email metadata). - Action **Create CSV File** Creates a CSV File that can be used in your Zap, automatically emailed as an attachment, or uploaded to a specific place via SFTP. - Action **Parse CSV File** Parse a CSV file and return a JSON array of rows ## Each app on its own - [ **Booker Merchant** Booker by Mindbody is a cloud booking and business-management platform for spas and salons.](https://apiant.ai/connections/booker-merchant) - [ **EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connections/easycsv) Reviews ## What our customers say ## More from Booker Merchant - [ **Booker Merchant to MailerLite** MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email...](https://apiant.ai/connect/booker-merchant-to-mailerlite) - [ **Booker Merchant to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booker-merchant-to-hubspot) - [ **Booker Merchant to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/booker-merchant-to-salesforce) - [ **Booker Merchant to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booker-merchant-to-slack) - [ **Booker Merchant to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/booker-merchant-to-google-sheets) - [ **Booker Merchant to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/booker-merchant-to-gmail) ## More into EasyCSV - [ **ActiveCampaign to EasyCSV** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-easycsv) - [ **Airtable to EasyCSV** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-easycsv) - [ **Asana to EasyCSV** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-easycsv) - [ **ClickUp to EasyCSV** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-easycsv) - [ **Discord to EasyCSV** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-easycsv) - [ **Brevo to EasyCSV** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-easycsv) Questions ## Booker Merchant and EasyCSV, answered ### ### Can an import update people who are already in Booker Merchant instead of making duplicates? Yes. Each imported row can run Find Customers at the location first, then Update Customer when a match comes back and Create Customer when none does. ### ### What can we send out of Booker Merchant into a spreadsheet? Triggers such as New Customer, New Order and New or Updated Appointment can feed the Create CSV File action in EasyCSV. The file can be emailed as an attachment or sent on by SFTP from there. ### ### What can start an automation from Booker Merchant? Any of Booker Merchant's 6 triggers in the catalog, including New Order, New or Updated Appointment, New Customer and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EasyCSV when something happens in Booker Merchant? Any of EasyCSV's 2 actions, including Create CSV File and Parse CSV File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EasyCSV to Booker Merchant? Yes. When something happens in EasyCSV, your agent can act in Booker Merchant too. This page covers both directions: EasyCSV's triggers and Booker Merchant's actions are listed here as well. ### ### Do I have to build a connector for Booker Merchant or EasyCSV? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Booker Merchant and EasyCSV without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.