Switching the system you use to run your business may seem daunting, but at PocketSuite, we make the onboarding process as quick and easy as possible! Our Imports Team is always ready to help you bring over data from other platforms, just follow these steps below!
Step 1: Setup Your PocketSuite Account
All you need is a phone number and 15 minutes to be up and running on PocketSuite!
- Download PocketSuite from the App Store or Google Play or you can signup online from your Desktop or tablet.
- Create a new PocketSuite account using your phone number.
- Schedule a Welcome Call with an expert on our Customer Success Team who will walk you through setting up your account and assist you with importing your client list, service list, appointments, and much more!
Step 2: Decide what you would like switched over
PocketSuite can help you import all of your business data so you never feel like you’re starting from scratch. Here you will find a list of the information we can import for you.
Step 3: Download your data from PayPal
PocketSuite offers many features designed to make your life easier and to grow your business. Currently, PayPal allows the export of your client list. Below is a quick guide to how you can download your client list. Then send them to PocketSuite at support@pocketsuite.io so that we can import them for you. Easy peasy!
- Client List: To export your clients from PayPal, log into your PayPal business account. Navigate to the Download History page by choosing Activity at the top of the page, and then clicking Download on the right side of the Activity page. Note: If you do not see an Activity link at the top of the page, click History, which appears in the top menu when the My Account tab is selected, and then select Download History from the History menu. Click on the Customize Download Fields link on the right to open the Customize My History Download page. On this page, you can select the fields you would like included in the download. Click Save to save any changes you make to this page, or Cancel to return to the Download History page. On the Download History page, select the date range and the desired file type as well as other options. Click the Download History button to open or save the file containing the requested history.
You can find the Clients Import Template here.
- Product (+ Pricing) List: To export detailed sales and product reports from the Reports overview page, click Export at the top and choose your preferred option. These are the same reports that are also accessible from the Sales details and Sales by product page.
You can find the Product List Template here.
Step 4: Email PocketSuite and Start Booking Clients!
Once you’ve exported everything you need, send those CSV files along to support@pocketsuite.io where our imports team will upload the data to your account! Be sure to include your name and phone number and if you have any questions, you can reach out to the PocketSuite team directly through the app!
Not able to export some of your data? No problem! You can easily fill out one of our import templates and send it along to support@pocketsuite.io and we will add it to your account for you! Here is a list of our available templates below:
- Packages Import Template
- Package Prices Import Template
- Bookings Import Template
- Service List Import Template Note: If you have a website where you list your services, just share your website address and we’ll pull your services into PocketSuite for you.
To import custom form(s) and contract(s), just email the document directly to support@pocketsuite.io. You can send a PDF, WordDoc, GoogleDoc, or a link to your form(s) and contract(s) online and we’ll import it into PocketSuite for you.
Your success is important to us and we find that fully onboarded Pros on average see a 30% increase in income. So give yourself a raise by scheduling a welcome call today and see the power of PocketSuite’s tools for yourself! We are excited to welcome you to the PocketSuite network and help you grow your business!