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This guide walks you through how to import your business data into MoeGo, including what types of data can be imported, supported file formats, and key limitations to be aware of before starting. Reviewing these details in advance will help ensure a smooth and accurate data migration process.

Data Import Details

If you’d like to confirm specific data import options and importable field for your account or receive help preparing your import file, please contact your Onboarding Specialist or MoeGo Support.

You can import data for your clients, pets, services, staff, package, membership, invoices and blocked time.
Below are the general data fields supported by MoeGo’s import tool.

Client Information

  • Basic info: First name, Last name, Email, Status (Active/Inactive)
  • Phone numbers: Up to 5 (e.g. primary, contact phone, etc.)
  • Address: Street, City, State, Country, Zip code
  • Notes: Up to 12 notes per client

Important notes:

  • Phone numbers are imported as digits only — symbols (like “+1” or “-”) will be automatically cleaned.
  • “Active” or “Inactive” must be entered as 1 (active) or 0 (inactive).
  • Any unsupported data fields will be imported into “Client Notes.”

Pet Information

  • Basic info: Name, Breed, Type, Gender, Status, Birthdate, Fixed, Weight
  • Additional info: Vet name & phone, Emergency contact, Health issues, Comments (up to 12)

Supported values:

  • Pet Type: dog, cat, or other
  • Sex: male, female
  • Spayed/Neutered: Natura, Spayed, Neutered
  • Weight
  • Birthday: any valid date format (MM-DD-YYYY recommended)
  • Status: 1 = active, 2 = deceased/deactivated
  • Vet Information
  • Coat Type
  • Behavior
  • Pet Notes

Service Information

  • Required: Service name
  • Optional: Category, Duration, Price, Tax, Color, Description, Type (1 = Service, 2 = Add-on)

Tips:

  • If no category is listed, the service will be added to the default category.
  • Color format must be in hex (e.g. #f15a2b).
  • Service names can be repeated.

Blocked Time

  • Required: Date, Start time, End time
  • Optional: Comments (up to 10)

Example:
​2025-10-30 | Start: 10:00 | End: 11:00 | Comment: Staff meeting

Supported File Formats

MoeGo supports the following file types for import:

  • .xlsx (recommended)
  • .txt (can be opened in Excel)
  • .bak or .sql (database backup files)

Unsupported formats: JSON files are not accepted.

💡 Tip: Always use Excel (.xlsx) to avoid data loss or garbled characters caused by emojis or special formatting.

Data Import Coverage

When transferring your data to MoeGo, the following types of information can be imported. The import range varies depending on data type and relevance to your active operations.

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For any exported file from previous software, please double check with your Onboarding specialist or MoeGo Support.

Data Categories

Limitations

Client

Import All

Pet

Import All

Vaccination

Import Current + Valid Vaccination only; archive expired vaccine

Staff/User

Import All

Services

Import All

Appointments

Import All future appointments + Last 3 years for history appointment

Invoices

Import Last 3 years invoices (Dependent on payments)

Payments

Import Last 3 years payments (Dependent on invoices)

Packages

Import Last 3 years invoices (Dependent on payments)

Memberships

Import Active membership Only

Documents/

Attachements

Import All

Import Behavior & Duplicate Handling

When you are submitting a second/additional data import request:

  • The system de-duplicates based on primary phone number.
    • If the same phone number already exists, it will be skipped.
    • If no phone number exists, all entries will be imported.
  • You can choose to delete and re-import your data if corrections are needed.

Data Preparation Tips

Before submitting your import file, if you can, please proceed with instruction below:

  1. Include a unique Client ID column if possible for better matching.
  2. Place clients and pets in the same sheet, with matching Client IDs.

For Repeated Imports

There are two common cases:

  • Re-importing:
    Deletes all previous client, pet, message, and appointment data, then re-imports the file.
  • Adding data:
    New clients will be imported; duplicates (based on phone number) will be skipped.

Need Help?

For specific import requests or to check what type of data can be migrated, please contact:

  • Your Onboarding Specialist (during setup phase), or
  • MoeGo Support via in-app/in-system chat.

Submit File

Please submit the data import file to your onboarding specialist (at Onboarding Phrase) or MoeGo support.