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Data Import Specifications

These specifications are for use with the data file import tool located in the System menu of the software. The files required for import are standard csv (comma delimited text) files that can be created by many programs as one of their export methods.


Client and client history import (Specification 1)
 **Note up to and including version 10.2.16

Filename: Clientxx.csv

Specification:
ClientID,LastName,FirstName,Address,City & Province/state,zip/pc,
PhoneNumber,Firstvisit,LastVisit,TotalServices,Totalproducts,totalvisits

Format:
##########,Text,Text,text,text,text,text,(###) ###-####,
mm/dd/yyyy,mm/dd/yyyy,$####.##,$####.##,###

Notes:
The client ID can be up to 10 numbers and can be a barcode.
state/province must be two character code.
Zip/PC is 6 character alpha/numeric

Client and client history import (Specification 2)
**Note up to and including version 10.2.16

Filename: Clientxx.csv

Specification:
FirstName,LastName,Address,City & Province/state,zip/pc,
email,primary phone number,secondary phone number,note

Format:
Text,Text,text,text,text,text,(###) ###-####,(###) ###-####,text

Notes:
Zip/PC is 6 character alpha/numeric
Note can be 50 characters


Client and client history import (Specification 1)
 **Note up version 10.2.17 and newer

Filename: Clientxx.csv

Specification:
ClientID,LastName,FirstName,Address,City & Province/state,zip/pc,
PhoneNumber,Firstvisit,LastVisit,TotalServices,Totalproducts,totalvisits

Format:
##########,Text,Text,text,text,text,text,##########,
mm/dd/yyyy,mm/dd/yyyy,$####.##,$####.##,###

Notes:
The client ID can be up to 10 numbers and can be a barcode.
state/province must be two character code.
Zip/PC is 6 character alpha/numeric

Client and client history import (Specification 2)
**Note up version 10.2.17 and newer

Filename: Clientxx.csv

Specification:
FirstName,LastName,Address,City & Province/state,zip/pc,
email,primary phone number,secondary phone number,note

Format:
Text,Text,text,text,text,text,(##########,##########,text

Notes:
Zip/PC is 6 character alpha/numeric
Note can be 50 characters


Appointments

filename: Apps.csv

Specification: Appdate,ClientFname Lname,staffID,Apptime,duration

Format : dd/mm/yyyy,text,###,hh:mm:ss AM/PM,###

Notes:
 Staff ID may be alphanumeric but only 3 characters in length
 Duration is in minutes
 Set up your appointment preferences prior to doing the import


Client notes

Filename:  notes.csv

Specification: ClientID,Notes

Format: ##########,text

Notes:
 The clientID should be the same as that in the client import
 All clients must be imported before importing the notes files


Service Inventory

Filename: service.csv

Specification: servicecode,servicename,servicedescription,groupcode,price,durationcode

Format:
alphanumeric 10 characters max,text,text,alphanumeric 2 characters max,###.##,#

Notes:
A group code is uses to define services into groupings, it is two characters and can be alpha-numeric.
A durationcode is numeric one character between 1 to 9 and is the number of standard duration minutes the service            takes, ie if your appointment duration is 30 minutes then a code of 2 would mean an appointment duration of 60 minutes.
You may need to review your tax codes following the import
Sample entry LCBS,Ladies Cut & Style Senior,4,45.00,2


Retail Inventory

filename: retail.csv

Specification: barcode,name,groupcode,size,vendorID,currentonhand,
reorderat,reorderquantity,cost,retailprice

Format: ############,text,alphanumeric 2 characters max,alphanumeric 5 characters max,##,##,##,##.##,##.##

Notes:
Product bar code maximum should be no greater than the product barcode setting in preferences
Sample entry = 769295096364,Sebastian Threads,3,3.4 oz,132,17,2,12,5.25,10.50


Vendors

filename: vendor.csv

Specification: vendorID,Vendorname,City

Format: alphanumeric 5 characters max,text,text


Notes:
VendorID should match the appropriate ID in retail inventory
Sample = 132,MyVendor,Calgary


Gift certificates/cards

Filename: gift.csv

Specification: giftcertnumber,sold date,clientname,initialvalue,usedamount

Format: #####,dd/mm/yyyy,text,###.##,###.##

Notes:
Sample = 67794,13/01/2007,Barbi,100.00,65.00


The entries in the csv files may be surrounded by "quotes" or not. if quotes are there they will be ignored by the import. If a field is blank just place the commas after each other but do not leave out the commas between the fields as each line of the import must be the same.

 

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