The standard importer handles client, pet and groomer profiles. Start with a small synthetic sample, review the preview and agree the scope of any historical-data migration separately.
Two fictional pets belonging to one fictional owner. Example addresses cannot receive email. This is a mapping example for a demo workspace, not a customer export.
1. Decide which records need to move
List the clients, pets and groomer profiles you need. Then list historical appointments, payment history, service catalogues, balances, photos and attachments separately. These require additional review and are not all part of the standard profile import.
Keep an untouched export from the original system. Do not cancel access to your old records until the agreed migration and verification are complete. You do not need to give Flor the password to the old software account to assess a CSV format.
2. Review names, contacts and pet fields
The client import needs a name and an email address or phone number for matching. A file can have one row per pet, with the owner’s details repeated. Keep the owner’s contact information consistent across those rows.
| Example column | Review before importing |
|---|---|
| Client first name / Client last name | Keep owner names separate from pet names; a mapped full-name field is also supported. |
| Client email / Client phone | Check spelling and formatting. These fields help match existing clients. |
| Pet name / Pet type/species | Check the correct owner, pet name and species. |
| Pet breed / Pet size | Review the suggested mapping and accepted values in the preview. |
| Coat/grooming notes | Keep grooming information in the intended pet field. |
| Temperament/handling notes | Review staff-only handling context carefully. |
Additional supported fields include dates, weight, medical cautions and vaccination dates. Review any permission values from the source; do not infer marketing consent from the presence of an email address. The sample deliberately omits consent and sensitive notes.
3. Choose how duplicates should behave
The standard workflow matches clients by normalized email first and phone second, then checks pet names within the matched client. Shared family contact details and similar pet names deserve manual review.
“Update existing” can change matched records. “Skip duplicate” preserves matched records while allowing an unmatched pet to be added to an existing client. Choose the behaviour that fits the reviewed export, rather than assuming that skipping means nothing new will be created.
4. Run the preview and resolve issues
A source preset suggests columns; it does not prove the mapping is correct. Review each field, run the import preview and check the planned creates, updates, skipped rows and issues. The protected preview is tied to the selected file and mapping, and expires after 24 hours.
If you change the export, mappings or duplicate strategy, preview again. Only an authorised owner or manager should approve the live import. Start with a small agreed test before handling a full salon export.
5. Verify the result with your team
A successful profile import does not prove historical reports, balances, photos or future appointments have migrated. Check each agreed data type separately. Never paste a live customer export into this website’s contact form.
- Compare client and pet totals against the source and preview.
- Check households with multiple pets and deliberately reviewed duplicates.
- Sample names, contact details, grooming notes and any critical handling fields.
- Confirm active and inactive groomer profiles; staff login invitations are a separate action.
- Record the import reference and keep the original export securely.
Published by Flor Technologies to help you evaluate the software. Confirm your salon’s feature configuration during a walkthrough.