Booker

How long will this take?

About 15 minutes

What data can be I migrate on my own?

• Contact information

What data can Yottled help me migrate?

• Contact information
• Scheduled appointments for the remainder of the current month and entirety of the following month.
  • As an example - today is March 15, 2020
  • Yottled can help you migrate appointments from March 15, 2020 through April 30, 2020.

What data cannot be migrated?

• Stored credit card information
  • Due to PCI compliance, we’re not able to migrate stored credit card information.
  • After a customer books the first time, we’ll re-capture their credit card information.
  • Contact our support team at [e-mail] and we’d be happy to help you send re-enrollment
• Customer notes cannot be migrated due to the information is stored.
• Customer booking history cannot be migrated due to the information is stored.

Let’s get started

Export from Booker

1. Export your contacts from Booker

   a. Click on the Customers tab, then click Manage Customers

   

   b. Select all customers

   

   c. Export to a csv

   

   d. Download the report which is the csv

   

Import to Yottled (and let us know if you need help)

1. Import contact info

   1. Head over to contacts in Yottled
   2. Click “Create” and then “upload list”

   💡 Each column will be a separate attribute in the crm.

   

2. Migrate appointments

   1. You have two options to migrate appointments
      1. Recreate them manually
      2. Email [e-mail] and give one of our Customer Success Engineers admin access to your Booker account. Yottled can help you migrate scheduled appointments for the remainder of the current month and entirety of the following month.