Switching from SHARC

Load your SHARC client list into Petboost from Customers & Pets, or hand the whole move to us.

SHARC does not publish export steps. Its features page says you can export client account data and water test results to a file, and its privacy policy says you can ask for your data at any time. When we moved a SHARC clinic, its exports were reports over a date range, transaction data and patient attendance among them, and none of them held the clinical record: no referral cases, no treatment sessions, no measurements. Take what you want before you close the account, because closing it ends your access to the data.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the client list you took out of SHARC 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 each client, dog, referral and session from a SHARC staff login, following links from your own clients only. The conditions recorded on a dog, arthritis for instance, arrive as attributes a booking rule can read, while symptoms stay in the notes. SHARC holds more clinical detail than a pet profile has fields for, so each referral case and each treatment session comes across as its own dated entry on the pet's timeline, with the measurements alongside.

Store credit lands on the owner's profile as Account Balance Credit, and package credits stay counted on the package. 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.