Can I upload again later?

Yes. Records already brought across are updated, never added twice.

Is anything applied before I see it?

No. Every first import is held for you to review: customers, animals, products, stock and past sales, each row as it will land. Nothing is written until you apply it, and a row you leave out stays out.

Will importing contact my customers?

No. Importing never emails or texts anyone. Inviting imported customers is a separate step you choose, and it follows Canada’s anti-spam law (CASL): only customers who bought from you in the last two years are invited, and anyone who has said no is left out.

Do I pay commission on customers I bring across?

No. A customer you imported carries no marketplace commission. The 7% applies only to a transaction Petworking generated, and history brought across from another system never carries commission.

What happens if I sync again?

Records already brought across are updated, never added twice. After your first import is applied you can let Petworking sync every hour, or keep reviewing each import yourself.

Where is my key kept?

Encrypted on Petworking’s servers and scoped to your business alone. It is never shown in the app or sent to your browser, and disconnecting removes it.

Yes, at any time from Connected systems. Disconnecting stops every sync. What was already brought across stays in Petworking as your records.

All connections

Exports · Bring an export

Any other system

A CSV, TSV, JSON or Excel file from any point of sale or booking system.

How it connects: A file exported from the system you use now. Upload it again whenever you want Petworking brought up to date.
What comes across: Clients, animals, vaccinations, products and bookings, matched by column name. Columns that do not match stay attached to the import, never thrown away.
What is sent back: Nothing.

What to have ready

An export from your current system: CSV, TSV, JSON or Excel

Step by step

01Export from your systemMost systems export customers, products and sales as CSV or Excel.
02Bring it inSign in to Petworking on the web, open your business, then Account, Connected systems. Choose Another system, or in the app open Clients, the plus, then Import clients.
03Check the matchingEach column is matched to a Petworking field: client name, phone, email, animal name, species, breed, vaccinations and medical notes.
04Review and applyEvery row is held for you to check before anything is applied.

Questions

Can I upload again later?
Yes. Records already brought across are updated, never added twice.
Is anything applied before I see it?
No. Every first import is held for you to review: customers, animals, products, stock and past sales, each row as it will land. Nothing is written until you apply it, and a row you leave out stays out.
Will importing contact my customers?
No. Importing never emails or texts anyone. Inviting imported customers is a separate step you choose, and it follows Canada’s anti-spam law (CASL): only customers who bought from you in the last two years are invited, and anyone who has said no is left out.
Do I pay commission on customers I bring across?
No. A customer you imported carries no marketplace commission. The 7% applies only to a transaction Petworking generated, and history brought across from another system never carries commission.
What happens if I sync again?
Records already brought across are updated, never added twice. After your first import is applied you can let Petworking sync every hour, or keep reviewing each import yourself.
Where is my key kept?
Encrypted on Petworking’s servers and scoped to your business alone. It is never shown in the app or sent to your browser, and disconnecting removes it.
Can I disconnect?
Yes, at any time from Connected systems. Disconnecting stops every sync. What was already brought across stays in Petworking as your records.

Stuck on a step: kandi@petworking.pet