Bring your existing customers and their pets in from a spreadsheet, instead of typing them in one at a time. Use this when you are setting up, or moving over from another system.

Before you start

Use the template from this screen rather than a spreadsheet of your own. It already has a column for every vaccine you use, so your vaccination records come across with the pets.

Import your customers

  1. Go to Customers.
  2. Press the three dots button at the top right, then Import Customers.
  3. Under Get the template, press Download template. You get a file called Customer-import.xlsx.
  4. Fill it in, one row for each pet. A customer with three pets gets three rows, with the same mobile number on each, and they arrive as one customer with three pets.
  5. Drop the file into the box at the bottom of the screen. It is checked as soon as it lands.
  6. Read what the check found, then press the button to bring them in. It names the number, for example Import these 24 customers.

Bringing photos and documents across

Put the filled-in spreadsheet and the picture files together into one ZIP file, and upload the ZIP instead of the spreadsheet.

Keep only one spreadsheet in the ZIP, so there is no question which one to read.

What the check tells you

The check never changes anything on its own. Nothing is brought in until you press the import button.

File validated successfully means the file is clean and ready.

Validation completed with warnings means there are things worth a look, but none of them stop the import. The button reads Import anyway.

We found 3 issues in your file and the like means the file cannot be brought in as it stands:

Nothing has been imported. Fix these rows in your file, then send it back through.

Press Download the checked file to get the list of everything it found, with the rows named, so you can correct them in your own spreadsheet. Fix those rows, then press Choose another file and upload the corrected one.

When it is finished

You will see Import completed successfully, with counts of the Customers, Pets and Vaccination records that came in.

Press Import another file if you have a second batch to do.

Checking what was imported before

The same screen lists every import that has been run, showing who Started it, when, how many Customers, Pets and Vaccinations came in, and the Time taken.

It is the place to look if two people have been setting up at once and you are not sure whether a batch already went in.