Start with your existing records
The software includes reviewed CSV import workflows. Ask us to check your current system’s export format and the specific clients, pets and history you need.
Preview and review duplicates
Review mappings and a dry-run preview before writing records. Resolve duplicates and missing fields with someone who understands your salon data.
Choose a manageable cutover
Agree what will be imported, which records remain in your old system and how the team will verify the result. Keep an original export and a rollback plan.