You can add your data manually into the software, for example add a new client or a pet at any time, but if you used other software, Excel or any database system and you want, for example, to import all your customers with their pets, you can also do it from the software.
Most of the data is common to all Gespet softwares. If in the Pet grooming software you have added the client Juan with his dog Roko, then in the Hotel software, you will also see Roko and Juan. Or if in the PetShop software you have added the supplier HappyDog, in the Training software, you can see the provider HappyDog. This means that it's not necessary to add the data of customers, animals, suppliers, veterinary contacts or employees multiple times.
We have created a "type" or "filter" that will help you to filter contacts. You will be able to see all the customers or only the customers type "PetShop" for example.
When you do an import, for example of customers, these customers have the "type" of the software where they have been imported. In other words, if you import 50 customers into the Hotel software, those customers will have the "type" or "filter" Hotel.
But if you want to change that filter or type to any contact, you can do it in their file.
This process is super fast and will help you a lot, so you do not have to include the data manually.
The data that you can import is:
Hotel, Nursery/Day-care, Pet training and Pet Grooming software:
Customers
Customers + their pets
Suppliers
Veterinary
Employees
Dog breeding software:
Customers
Suppliers
Veterinary
Breeders
Employees
Pet Shop software:
Customers
Products
Suppliers
Employees
Doing it is very simple, you just have to paste the data in a specific format and it will be included in the software automatically:
The data that you can import is:
Customer's Code
Full Name(can be the format you want: name + surname or surname + name, ... or as you prefer)
Address
Zip code
City
State
Country
Phone
Mobile phone
Note: only specified fields will be imported, any other data included will be not recognized and ignored by the software during import process.
You can also import customer and pets data. These must go together, so that the system can relate to that animal and its owner.
The customer's data that you can import is:
Customer's Code
Full Name(can be the format you want: name + surname or surname + name, ... or as you prefer)
Address
Zip code
City
State
Country
Phone
Mobile phone
Note: only specified fields will be imported, any other data included will be not recognized and ignored by the software during import process.
The animal's data that you can import is:
Name
Birth date: The correct format is YYYY-MM-DD ( for example for January 24, 2011, it would be 2011-01-24)
Gender: The available options are Male or Female
Breed
Variety
Fur
MicroChip
Weight
Spayed: The available options are Yes or No
Notes
Important info (for example: aggressiveness, behavior problems, ...)
Veterinary info (diseases, treatments, ....)
Note: only specified fields will be imported, any other data included will be not recognized and ignored by the software during import process.
The data you can import is:
Code
Full name
bar code(EAN13)
Price
Type the base price (without taxes)
Use the . symbol for decimals (ie: 13.20)
Do not include currency symbol(it's not needed to type $ 21, just the number)
tax %(for instance, for a 12% TAX, type only 12)
Current Stock (number of available units)
Note: only specified fields will be imported, any other data included will be not recognized and ignored by the software during import process.
The data that you can import is:
Code
Full Name(can be the format you want: name + surname or surname + name, ... or as you prefer)
Address
Zip code
City
State
Country/p>
Phone
Mobile phone
Note: only specified fields will be imported, any other data included will be not recognized and ignored by the software during import process.
It is not necessary to include all the information, for example if you do not have the address of, or if you want to fill in only some information, you can do it (for example only the name and phone, ...)
Now that you know, what information you can import, just choose the one you want to load and we will prepare it to do it:
If you are using another software or database:
Exports the data
The format and the order of the data will be different, so we will paste them into an Excel document to work with them comfortably.
You can use our EXCEL TEMPLATE TO EASILY LOAD DATA (recommended option):
Open the document and use the corresponding sheet (CUSTOMERS, CUSTOMERS + ANIMALS, SUPPLIERS, VETERINARIANS, BREEDERS, EMPLOYEES or PRODUCTS)
Paste your information in the document (each data must go in the corresponding cell: email, name, phone, ...)
If you do not want to use the template, you can create a new document with these columns in the same order:
Create the Excel document
Paste your information in the document (each data must go in the corresponding cell: email, name, phone, ...)
When you already have the information prepared in your Excel document, you only need to paste in Gespet:
Visit the option:
View > Customers o New > Customer
View > Suppliers o New > Supplier
View > Breeders o New > Breeder
View > Veterinary o New > Veterinary
View > Products o New > Product
Settings > Employees
Click on the Import button in the upper right corner
Select the option Import
Select the first 100 records from the Excel document
Paste in Gespet and click on the green button NEXT
The system checks if the information has the correct format and shows the summary of the data that will be imported
Check if the information appears correctly ordered and:
If it is correct and you want to continue:
Click on the Import button to continue
If it is not correct and you want to return:
Click on the Back button to return to the previous screen
Modify what you need, paste the data again or make the precise changes and click again on the Next button to continue
When the import finishes you can see all the new customers / suppliers / employees / ... added
You can repeat the process as many times as you need to import all your data
|
Interesting information:
001 John Smith Main St 7 1A 92111 San Diego California EEUU
And then the next customer with his animals goes under. |
* They are not requirements of our software, must have this format by own Whatsapp or device's requirements.
PROBLEM 1:
The information appears "all attached", for example:
0001John SmithMain St 7 1A92111San DiegoCaliforniaEEUU66655776655 SOLUTION: When pasting the information it must be separated by tabs
code ->TAB name ->TAB address ->TAB zip code ->TAB ....
[When you paste it from Excel, it already has this format and is correctly separated by tabs. For this reason, we recommend that you paste it first in an Excel document]
In the reports, you will see the PRINT option. So you can extract in .pdf format or printed (on paper) the information of customers, animals, occupation, billing, services, products, etc.
If you want the same data in Excel format, you just have to:
Make the search you want: for example the Billing of the last 3 months and order on the screen the results as you prefer (by date, invoice number, ...)
Select the information and > right button > copy
Open an Excel document, click on a cell > right button > paste
You already have that information in Excel. Remember that in Excel you can also order as you want
Also, in the option Settings > Data Management, you can export in .xml (Excel) format, the information about:
Active (Yes/No)
Creation date
Deleted date
Name
ID Number
Phone
Mobile
Animals
Name
Address
ZIP code
City
State
Country
Name
Breed
Variety
Gender (Male/Female)
Customer
Color
Birth date
MicroChip
Fur
Size
Weight
Spayed
Vaccines
Veterinary book/passport
Notes
App
Invoice date
Invoice number
State (Paid/Pending)
Customer
ID Number
Amount
TAX
Total amount
App
Invoice date
Invoice number
State (Paid/Pending)
Supplier
ID Number
Amount
TAX
Total amount
Name
Pedigree name
Breed
Variety
Gender (Male/Female)
Color
Birth date
MicroChip
Fur
Size
Weight
Vaccines
Veterinary book/passport
Notes
If it has been sold (Yes/No)
If it is active (Yes/No)
The breeder name
The tattoo number
Info about the RRC
The Book of origins
Litter name
Birth Date
Female
Male
Puppies: Females
Puppies: Males
Death puppies: Females
Death puppies: Males
State (Open/Close)
The Birth Country
Cesarean
Birth duration
Complications
Supplied drugs
Notes
To export, just click on the Export button and an .xls file will be saved in the download folder that you have configured in your web browser
This option of Data Management also includes the option of "remove all invoices from the system".
IMPORTANT: THE DATA CAN NOT BE RECOVERED IF YOU REMOVE THEM. ARE YOU SURE YOU WANT TO ELIMINATE THEM?.
More info about Remove all invoices option:
Clic here Clic hereIf several users work in your business, we recommend you to block access to this option to the unauthorized person, since otherwise, they could eliminate all invoices from the system.
You can do this using the Security and and access control app. In addition, with this app, you can add users so that each one can access with some independent data and in this way, you can control:
The days / hours in which users can access to the software
The options they can use / view
A record with all the accesses they have made (time, IP address, operating system used)
You will control the access of your employees for greater security of your business. Read more info.
