Move your clients from a Google Form to petboard

How it works

1. 1

   Download your answers

   Get your form answers out of Google as an Excel or CSV file. The steps are below.

2. 2

   Sign up

   petboard asks "Moving from another app, Excel or a register?". Choose "Yes, from Excel or Google Sheets".

3. 3

   Upload your file

   On "Bring your clients over", tap "Upload your client list". Pick your file. Type how many rows it has and what it holds. Read the short statement to the end, tick the box, then tap "Sign & upload".

4. 4

   Match your columns and check 5 rows

   petboard matches the questions it knows to fields in petboard. Check each match. You can change any of them. Then petboard shows 5 rows as they will look in petboard.

5. 5

   Import

   Tap Import. Your clients and their pets appear in petboard.

Your questions become the column names

Google puts each question at the top of a column, and each client's answers in one row. Long questions are fine. petboard reads the words in each question and suggests a field. Some examples:

• Two answers are needed for each row: client phone and pet name. Every other question is optional.
• If petboard cannot place a question, it leaves it unmatched. You can match it yourself or leave it out.
• Care answers, like medicines and allergies, are what your staff use at check-in. Before you import, you tick each care column after you check its answers.

Things that are different in a form file

• The "Timestamp" column is when the client filled the form. petboard leaves it out.
• "I agree" answers are left out. Clients agree again on their next form in petboard.
• File upload answers, like a photo of a vaccine card, are links to Google Drive. petboard does not copy those files.
• If a client filled your form twice for the same pet, only the first of those rows in your file comes over. Google does not always sort a downloaded file by date, so check which row is first. Delete the row you do not want before you upload.
• If a client wrote 2 pets in one answer, like "Bruno and Coco", petboard sets that row aside. Split it into 2 rows before you upload.
• If your form asks for "Pet 1" and "Pet 2" in separate questions, we import it for you (see below).
• Google makes one column for each question, and one more for each row of a grid question. If your file has more than 60 columns, we import it for you (see below).
• Phone answers are typed by clients. If petboard cannot read a 10-digit Indian mobile number in an answer, that row is set aside, and petboard tells you before you import.

What petboard leaves out

• Balance, amount paid, fees. Money is not imported from a file.
• "Agreed to terms", photo consent. Clients agree again on their next form.
• Aadhaar, PAN, passport. ID numbers are never imported.
• Active, archived. Every new pet starts as active.
• Sr no, client ID. petboard does not need record numbers from your old tool.

Rows that cannot come over

petboard shows you how many rows have each problem, before you import.

• No phone number
• The phone number cannot be read
• Not an Indian mobile number
• No pet name
• More than 1 pet in the same row
• Pet name is longer than 100 letters
• Pet type is not dog or cat
• The same pet appears again
• Looks like a test entry

After you move

petboard has its own intake form. You share its link with clients. Their answers wait on the Intake page under "Requests", and you book them from there. You can add your own questions to it, like the ones in your Google Form.

Help: Share your intake formHelp: Change your intake form

Before you upload

You sign a short statement. It says you collected your clients' details lawfully and may share them with petboard. You read the full text before you agree.

Your file stays inside petboard and is deleted 90 days after you upload it.