Import your customers and pets

Switching to Packyard? Import your customers and their pets from your old system instead of typing them in.

• MoeGo files are imported straight away.
• Pawfinity and All Paws files are sent to the Packyard team, who import them for you within 24 hours.

• Export your customer list from your old system as a CSV file. It needs to be 2 MB or smaller.
• Only owners and staff can import.

1. Click the gear icon at the top right to open Settings.
2. Click Imports.
3. Under Import Source, choose Moego, Pawfinity, or All Paws.
4. Click Choose File and pick your CSV file.
5. If your customers agreed to get texts from you in your old system, tick These customers agreed to get text messages from my business in my old system. Leave it unticked and they get reminders by email only.
6. Click Import.

For Pawfinity and All Paws, you’ll see File Received. For MoeGo, you’ll see the results right away.

The results show how many customers were imported, how many were Already in Packyard, and how many had Errors. Below that, you may see:

• Already in Packyard (skipped): customers whose phone number is already on one of your customers, including archived ones. They weren’t added again, so importing the same file twice is safe.
• Imported, but check these: customers who were added with something left out. For example, if the main phone number isn’t a valid US or Canada number, Packyard uses their other number instead. An invalid extra number is left off.
• Error Details: rows that weren’t imported, with the reason. A row with no valid phone number at all is skipped. Fix those rows in your file and import it again. Customers already added are skipped.

Imported the wrong file? Right after importing, click Undo this import, then confirm. This removes the customers the import added, with their pets. Customers you’ve booked since are kept.

The button only shows on the results screen, so check your results before you leave the page.

• Customers: name, email, primary phone, one extra phone number, address, and notes.
• Pets: name and breed.

Pet details like weight, birth date, and temperament, plus vaccinations and past appointments, aren’t imported. Add them as customers come in.

• Imported customers are named after their last name and first pet, like “Smith - Buddy”. You can rename them. See Edit a customer.
• Forgot the texts checkbox? For each customer who agreed to texts, open their page, click the pencil next to their contact, tick Opt-in to receive SMS appointment reminders, and click Update Contact.
• Coming from somewhere else, or have a spreadsheet? Email your file to support@packyard.app and we’ll help.
• Importing doesn’t text or email your customers.

• Add a customer and their pet
• First steps after signing up