Switching from PawPartner

Load your PawPartner book into Petboost from Customers & Pets, or hand the whole move to us.

PawPartner does not publish how to export your book. Its privacy policy says a business can export its customer base at any time, but no help article says where that export is or what the file holds, so if you want one, ask PawPartner support for it and check that the pets, vaccinations and notes came with it. In the PawPartner accounts we have moved, the complete book lived only in the pages behind the login, spread across each customer's pages and each pet's card.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the file from PawPartner support, or a list you build yourself, under CSV Files (1-2 files), then select Magic Validate.
4. Read anything listed under Errors or Skipped, then select Import to Petboost.

The import takes CSV files only. It reads the dogs from a column headed Pet or Pets in a single file, or from a second file of pets, and an owner needs a first name, a phone number and at least one pet, or the row is left out and listed under Errors or Skipped. The Import Your Data step of the Launch wizard leads to the same import through Import Customers & Pets, but only before the first client is in, and not during a trial.

On an assisted migration we read the book out of your logged-in PawPartner account, customers, pets and the dated grooming notes on each pet included, which is why that login has to stay alive until the check afterwards is finished. PawPartner's customer list sorts by last login and reshuffles while it is being read, so we read it in surname order and count it against PawPartner's own customer total before anything goes in.

The labels you kept on a pet arrive as attributes, and an attribute is the kind of label a booking property can hang a price or a duration change on. The behaviour scores on a pet's card come across as attributes too, while vaccinations, feeding and medication go on the pet's timeline. Store credit lands on the owner's profile as Account Balance Credit, and a part-used package keeps the credits left on it. Memberships keep their next billing date. Cards cannot move, so each member adds theirs in Petboost before that date, or the membership ends. The 24 hours starts when you give us access, usually at the demo, and the switching page lists what moves and what stays behind.