How do I Export Client Information from a salon POS System?

To download your client list from your salon software and upload them to your SalonInteractive account, follow these instructions.

To take advantage of On Behalf Marketing or to send Product Recommendations, email campaigns or automations to your clients, you’ll need access to your client list.

Some salon software companies already have an integration with SalonInteractive, and access to a salon’s client list is already synced up with their software account. In that case, you don’t need to upload clients to your Online Store.

However, should you need to download your client list from your salon software, follow the instructions below:

Booker

https://support.mindbodyonline.com/s/article/How-do-I-export-a-copy-of-my-customers-to-a-CSV-file?language=en_US

Boulevard
https://support.boulevard.io/en/articles/9077071-clients-audiences#h_370118b6fa

DaySmart
https://support.daysmartsalon.com/s/article/exporting-database-information

Envision
How do I connect SalonInteractive as an Envision user?

Fresha
https://support.fresha.com/hc/en-us/articles/115002946214-How-do-I-add-notes-to-client-profiles-and-bookings-#:~:text=PRO%20TIP%3A%20You%20can%20export,for%20your%20entire%20customer%20list

GlossGenius
https://glossgenius.zendesk.com/hc/en-us/articles/115010358227-Client-Information-FAQs

Inspire by STX
https://cloudsupport.stxsoftware.com/portal/en/kb/articles/client-export

Meevo 2
http://docs.meevo.com/multi-location/Management/BasicMarketing/AboutBasicMarketing.htm

MindBody
https://support.mindbodyonline.com/s/article/How-do-I-export-a-copy-of-my-customers-to-a-CSV-file?language=en_US

Phorest
https://phorest.helpjuice.com/44077-clients-GB/337557-how-to-export-client-details-and-purchase-transactions-to-csv-from-phorest?from_search=118498395

Rosy Salon Software
Are you ready to connect your account or not sure if you are set up for automatic client syncing? Contact our team.

Vagaro
https://support.vagaro.com/hc/en-us/articles/360006371094-How-to-Export-Your-Customer-List

Yocale
https://support.yocale.com/en/articles/729695-export-from-genbook

Zenoti
https://help.zenoti.com/en/reports/get-started-with-reports/report-features.html

Resources:
How do I create or edit a CSV file for my client list?

How do I upload clients?

What are the benefits of On Behalf Marketing?

How do I set On Behalf Marketing brand permissions and priorities?