Importing Data From a Different System

When you sign-up for Porter, we can import your customer and appointment data from other systems. For guidance and help, please email [email protected] or follow the steps below:

• A) Request an export of ALL DATA from your prior system (Daysmart, Square, Rev23, GlossGenius, etc.) and email the exported data to [email protected]
• B) If you use a system like google calendar where you cannot export the data by customer/appointment - use the import template linked below to input all appointments or customer data and send it to [email protected] once finished. You do not have to complete both sections of the file if you only want to import customers or appointments. Any appointments imported will automatically create a customer as well.
  • Click Here to See the Import Template
  • To EDIT the file, simply hit File —> Make a Copy and work off the new version of it.