Switching from PetExec

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

In PetExec, open the PetExec menu, then Reports, then the Owner / Pet Report. Clicking an owner total downloads a spreadsheet of owners and clicking a pet total downloads the pets, so the book comes out as two files that have to be joined back together. The owner file mixes active and inactive owners in one list. On our own migrations the notes kept on each pet's notes page were in neither file.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the owners 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 save the spreadsheets as CSV if they are not already, 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 spreadsheets. We read the book from your PetExec admin login, the notes on each pet and the vaccination dates included. Labels on a pet arrive as attributes, which is what a booking rule reads when it decides a price, a duration, or whether the booking can be made at all. The temperament test result PetExec keeps on a pet comes across on that pet's timeline, along with the treats and lunch nap flags, and an owner's emergency contact and referral source go on the owner's timeline, so they are still on the record rather than left behind.

Store credit lands on the owner's profile as Account Balance Credit, and package credits keep the count that was left. 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.