Switching from Timely

Take your client report out of Timely and load it into Petboost from Customers & Pets, or hand the whole move to us.

Timely's client export is a report. Open Reports, then the Client overview report, choose the columns you want, and download it, as CSV if you have the choice. The notes come out separately, in the Customer notes report, and Timely will also send a full export on request, which can take up to 48 hours to arrive. The trap is timing: once the account is cancelled you cannot log in to export anything, so take your files first and cancel afterwards.

Petboost keeps no customer without a pet, so the client report will not load as it is. To load it yourself, add each client's dog in a column headed Pet, with the breed in brackets after the name and a comma between two dogs, and save the file as CSV.

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

An owner still needs a first name and a phone number, 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 reports. We read each client's alert and full notes from your Timely account. Timely keeps no pet record, so the dog is read out of the client's alert and grooming notes on the way in: the name first, then the breed where it is clear, and Mixed Breed where it is not. A client whose alert names two dogs becomes one owner with two pets.

The blade and comb numbers in those notes, Wahl comb colours included, come across as service preference attributes, and grooming instructions land in the head and face, body and tail, and feet and legs fields on the pet. Anything about payment or how a client behaves stays internal, as a quick note only your team sees. Store credit lands on the owner's profile as Account Balance Credit, package credits carry their remaining count, and 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.