Moving from another system or a paper list? Importing saves you typing every customer and dog by hand.
- Export your customers and dogs from your old software to a spreadsheet, with one row per dog. Or click Customers → Import from a spreadsheet and download our template to fill in.
- Save it as an Excel (.xlsx) or CSV file. In Excel or Google Sheets that is File, then Save As (or Download). Only the first sheet is read, with the column names in the first row.
- Upload it on the import page and look at the preview. It tells you how many customers and dogs will be added and which rows will be skipped, and why.
- Press Import now.
Good to know
- The file can be .xlsx or .csv, up to 5,000 rows and 2 MB. An older .xls file needs a quick Save As .xlsx first. Dates are brought across as dates.
- Only customers and dogs come across. Booking history, payments and waivers do not.
- You only need a customer name and a dog name on each row.
- Columns can be in any order and called what your old software calls them. Owner, E-mail, Cell, Pet Name, Breed, DOB, Rabies Expiry and many more are understood.
- Customers you already have are matched by email, then phone, then name, so importing the same file twice does not make duplicates.
- Imported customers have no password and are not emailed. They can claim their record later by signing up with the same email.
If it does not work
- The file is rejected: check it is an .xlsx or .csv file under 2 MB and 5,000 rows. Split bigger lists into two files.
- Rows are skipped: the preview says why, usually a missing customer or dog name.
Related: Add a customer, Add a dog.