Can I Import my existing Clients to Pet Sitter Plus?

Modified on Mon, 29 May, 2023 at 5:12 PM

If you are an existing Pet Care business, it is likely you already have an extensive list of Client and Pet Information. The thought of having to manually add all this data into another software product may appear an arduous task.  


Here at Pet Sitter Plus, we can Import your existing Client & Pet details from your current software/systems, into your New Pet Sitter Plus software. This will save you and your existing clients time inputting their basic information again.


FAQ's

1. How much does it cost to have my existing Client/Pet Information imported? 

2. What format does my existing Client/Pet Information have to be in?

3. Which existing information can Pet Sitter Plus upload for me?

4. What Information can NOT be imported/transferred from my existing Software/System?


Pet Sitter Plus can import Client Data in Dog Walking Software 

1. How much does it cost to have my existing Client/Pet Information imported? 

Existing Client and Pet Data uploads are provided at NO EXTRA COST to you!


2. What format does my existing Client/Pet Information have to be in?

  • Microsoft Excel or CSV File
  • Numbers (IWorks)


3. What types of information can Pet Sitter Plus upload for me?

We encourage you to discuss this with your allocated Software Coach who will advise you on the types of information we are able to upload onto your system.  As well as specific custom fields you may have, your basic Client and Pet information can be imported as detailed below:


Clients:

  • Name*                                                                                       
  • Address
  • Mobile/Home and Work Phone Numbers
  • Email Address*
  • Spouse/Alternate Contacts
  • Emergency Contacts
  • Property Access
  • House Sitting & Home Care Information
  • Location of Supplies
  • Primary Sitter/Carer/Walker
  • Client IDs

Pets:

  • Name*
  • Pet Type*
  • Breed
  • DOB
  • Color
  • Gender
  • Neutering/Spaying
  • Microchips
  • Insurance
  • Feeding
  • Medication
  • Behavior's
  • Vet
  • Vaccinations

Staff:

  • Name*
  • Staff ID*
  • Job Title
  • Availability
  • Address
  • Email Address
  • Mobile/Home and Work Phone Numbers
  • Emergency Contacts
  • Personal IDs
  • Insurance Documents
  • CPD
  • Qualifications
  • Employment Detail

Vets:

  • Name*
  • Vet ID*
  • Contact Number
  • Address


Mandatory Requirement


4. What Information cannot be imported/transferred from my existing Software/Systems?

  • Invoices
  • Financial Data
  • Service Orders/Bookings
  • Service Items/Booking Descriptions


Tip: Your Software Coach will be more than happy to discuss your data upload with you and advise how this can be arranged.



Further Reading:










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