These specifications are for use with the data file import tool located in the
System menu of Salon & Spa.
The files 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)
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,(xxx) xxx-xxxx,
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)
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,(xxx) xxx-xxxx,(xxx) xxx-xxxx,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
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.
