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Step 6 of 8

Import your clients

Import your clients from another app or a spreadsheet, and importing them is free.

Before you start: The business owner, or staff who can open Settings.

Steps

  1. Export your client list from your old app as a CSV file.
  2. Open Settings (on a phone: More, then Settings). Tap "Integrations", then "Import my data".
  3. Pick the file. Type how many rows it has, what it holds and which app it came from. Scroll the agreement to the end, tick the box, then tap "Sign & upload".
  4. If you see "Match your columns", match each column and check 5 rows. petboard then imports your clients.
  5. If you see "We have your file", petboard imports it within one working day.

If this does not work

  • Matching the columns is hard: tap "Import it for me". petboard imports it within one working day.
Next step: See what a client fills in

Also useful

Billing or data problem?

You can send Sahil (founder) a WhatsApp message about billing or your data. He replies within one working day.

Message on WhatsApp (opens in a new tab)

For how-to questions, use the help guides. Questions about pricing or imports? See the questions page.

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Import your clients — help | petboard