These specifications are for use with the data file import tool located in the
System menu of Salon & Spa and iTracRetail.
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.
