Switching from Pet Manager

Take your customers and pets out of Pet Manager and load them into Petboost from Customers & Pets, or hand the whole move to us.

Pet Manager exports two lists, both under Customers: Find Customers for the people and Find Pets for the dogs, each with its own Excel and CSV buttons. Raise Show Entries before you press either one. The export only holds the rows on screen, and the list shows 10 at a time until you change it, so an untouched export is ten customers long. Set the inactive filter on purpose as well, so you know whether inactive customers are in the file or not.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the customers file and the pets file 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, so use the CSV buttons, 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 you can skip the export. We read the book from your logged-in Pet Manager account. Labels on a pet arrive as attributes, and an attribute is what a pricing or duration rule reads when the booking is made. Store credit shows on the owner's profile as Account Balance Credit. Tokens come across as package credits, and because a Petboost balance does not expire, no token is spent on a visit after the date Pet Manager would have let it lapse. A membership keeps its next billing date. Cards cannot move, so each member adds theirs in Petboost before that date, or the membership ends.

Afterwards the households are compared against Pet Manager one for one, which is the check that finds a pet entered twice, filed under the wrong owner, or held as an active and an inactive record of the same dog. The 24 hours starts when you give us access, usually at the demo, and the switching page lists what moves and what stays behind.