The Import Wizard brings your existing data in safely: upload a file, map the columns, run a non-destructive test, then import. Nothing is written until the final step. Recognised columns by type — Clients: name (required), email, phone, address, cats, home notes. Pets: pet name (required), owner (email or name), species (dog/cat/other), breed, weight, vaccine expiry, medical notes. Services: name (required), module (groomer/walker/sitter), base price, duration, max pets, deposit type (none/fixed/percent), deposit value. Bookings: pet (required), service (required), start date & time (required), client, end, status (pending/confirmed/completed/cancelled), price. Expenses: date (required), amount (required), category (code or name), supplier, tax, notes. Invoices: client (required), description (required), unit price (required), number, quantity, issue date, due date, tax rate, status (draft/sent/paid/overdue/void), category (code or name).
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Prepare your spreadsheetOne row per record and a clear header row (e.g. name, email, phone). Save or export as CSV (comma, semicolon or tab separated). Keep dates in a clear format like 2026-07-15 or 15/07/2026 14:30.
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Import in dependency orderIf you are importing several types, do Clients first, then Pets (so owners exist), then Services, then Bookings (so pets and services exist to link to).
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Open the WizardPet Central → Import Wizard. Choose the data type, tick “the first row is a header”, and upload your file.
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Check the auto-mappingEach field shows the column it will read, with a live sample. Fix any that are wrong using the dropdowns; required fields are marked with a red asterisk. Set anything you don’t want to import to “— ignore —”.
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Set the optionsChoose duplicate handling — Create new, Update existing, or Skip (matched by email for clients, name for pets/services, or pet + start time for bookings). For pets/bookings you can also let it create a missing owner as a client.
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Run the test (dry run)Press “Test import”. Nothing is saved. You get a summary — Ready / Warnings / Errors — and a per-row table with exact messages.
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Read the resultsGreen “Ready” rows import cleanly. Amber “Warning” rows import but note something (e.g. an optional owner not found). Red “Error” rows will be skipped.
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Fix any errorsCommon ones: an unrecognised date, an unknown service or owner, an invalid email, or a missing required field. Edit those rows in your spreadsheet and re-upload, or adjust the mapping and test again.
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ImportWhen you are happy, press “Import”. Ready and warning rows are written; error rows are skipped.
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Download the error reportIf any rows were skipped, download the CSV error report — it lists each row number and exactly what was wrong, so you can correct and re-import just those.
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VerifyOpen the calendar or the Clients/Pets lists to confirm everything landed and links look right.