How do I migrate my data from my previous pet business software?

Switching to a new pet business software can feel overwhelming. The first question almost every pet groomer, daycare owner, or boarding facility manager asks is: “How do I move all of my client and pet data without starting over?”

It is a fair concern. Years of carefully collected client details, pet notes, vaccination records, and appointment history are the backbone of your business. Losing that would not just be frustrating, it could disrupt your relationship with loyal pet parents.

The good news: migrating your data into Pettle is simple, fast, and absolutely free.

What migrating data into Pettle looks like

If you are moving from another pet business software, the first step is exporting your data. Almost every platform allows you to export into CSV or Excel format. That file becomes the foundation of your new account in Pettle.

Here is what we require:

• Pet parent name and phone number. These are the essentials for booking and communication.

• Pet details like name, type, breed, and age. While not mandatory, these details allow you to take bookings immediately without needing to ask pet parents for additional information.

Once you share the file, our team takes over. We clean the data, import it into your account, and check it so you are starting with accurate records. Most migrations are completed within a few days of receiving the file.

What if your data is messy or incomplete?

That is not a dealbreaker. Many pet businesses we work with send spreadsheets that are only partially filled in, pulled from different systems, or handwritten records typed up quickly. Even with just names and phone numbers, you can begin running bookings in Pettle immediately. From there, it is easy to enrich profiles with pet information over time.

Moving to pet business software for the first time

Not every business is coming from another system. Some are using spreadsheets, calendars, or even notebooks. If that is you, migration is still possible. If you have client details saved in Excel or Google Sheets, that is enough to get started.

And if you do not have a digital record yet, we provide a simple template you can use to add your first set of clients. From there, Pettle becomes your all-in-one system to manage bookings, payments, and communication.

Why free data migration matters

Here is something many software companies will not tell you upfront: data migration often comes at an additional cost. Some providers charge setup fees. Others will include migration only at higher subscription tiers. Sometimes it is hidden in the fine print until you are already halfway through signing up.

At Pettle, data migration is always free. No conditions, no hidden charges and absolutely safe. [Read: Is Pet Care Software Secure? Here’s What Makes Pettle a Safer Choice]

We do this because we know switching systems already takes energy. The last thing you need is to be nickel-and-dimed for the basics. 

How quickly can you start after migration?

Once your data is live in Pettle, you can start immediately. Your pet parent list is ready. Your pet profiles are in place. You can book appointments, send reminders, and take payments from day one.

Clients will not need to re-enter their details or download anything extra. For them, the transition is seamless. For you, it is the peace of mind that you did not lose any ground in the switch.

The bottom line

Migrating your data into Pettle is not complicated, risky, or expensive. It is straightforward, supported, and free of charge.

All you need is a CSV or Excel file with pet parent names and phone numbers. Add pet details if you have them, and our team handles the rest. In just a few days, your business is live with Pettle, running smoother than before.