Vagaro

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 12 months in the future
• Service provider pricing (service catalog)

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 how the information is stored.
• Customer booking history cannot be migrated due to how the information is stored.

Let’s get started

Export from Vagaro

1. Export your contacts from Vagaro by following this help article. Yottled needs the csv file.
2. Export your service pricing configuration by following this help article. Yottled needs the csv file per employee.
   • ☝️ be sure to do the above for each service provider
   • Be sure to send Yottled the email address associated with each service provider.
3. Export your calendar via ical by following this help article. Yottled needs the URL link per employee.
   • ☝️ be sure to do the above for each service provider.
   • Be sure to send Yottled the email address associated with each service provider.

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

1. Import contact info (Yottled can do this for you by emailing us at [e-mail])

   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 the files you exported. Yottled can help you migrate scheduled appointments and your service catalog.
3. Migrate service offerings
   1. You have two options to migrate appointments
      1. Recreate them manually
      2. Email [e-mail] and give one of our Customer Success Engineers the files you exported. Yottled can help you migrate scheduled appointments and your service catalog.