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Data Migration Guide - Pet Exec

Amelia avatar
Written by Amelia
Updated over a week ago

Importing data from Pet Exec into MoeGo typically takes about 8 calendar days.

Please submit your data file directly to your Onboarding Specialist to begin the process.

Data Export

We import your information exactly as provided in your export files. To ensure a smooth transition, please review and clean your data before exporting.

Note: Any data you've collected after sending your export files will not be imported to MoeGo.

You can follow the instruction below to export 1 consolidate zip folder, and manually export 5 extra reports base on your needs for importing corresponding data.

Full Data

  • Reach out to the Pet Exec support to request full data export files.

  • You may receive a Zip File from the Pet Exec Support Team.

  • It typically contains about 26 files, including: All Clients, All Pets, Future Boarding Appointments, Future Daycare Appointments, All Grooming Appointments, All Service list

Pet Code

  • Go to Menu > Reports > Owner & Pet Reports> Pet Advisory Report.

  • Click on all of the "Download Spreadsheet" (One code per Spreadsheet).

Client Code

  • Go to Menu > Reports > Owner & Pet Reports> Owner Advisory Report.

  • Click on all of the "Download Spreadsheet" (One code per Spreadsheet).

Pet Incidents

  • Go to Menu > Reports > Owner & Pet Reports> Pet Incident Report.

  • Select the date range to search

  • Click "Click here to download the spreadsheet" to download the spreadsheet.

Packages

Packages related data is included in the Zip file from the Petexec support team.

Past Boarding Appointments

  • Go to Menu > Daycare & Boarding > Boarding Coming and Going.

  • Select the date range to search

  • Click "Click here to download the spreadsheet" to download the spreadsheet.

Note: For history boarding appointment, there's no client/pet IDs, and also no feeding, medication notes, etc. Thus, these data will not be imported to MoeGo.

Past Daycare Appointments

  • Go to Menu > Daycare & Boarding > Daycare Schedule Report.

  • Select the date range to search

  • Ticked "Include signed in Pets"

  • Click "Click here to download the spreadsheet" to download the spreadsheet.

Note: For history boarding appointment, there's no feeding, medication notes, etc. Thus, these data will not be imported to MoeGo.


Data Import - What Gets Transferred

  • Client Information

  • Pet Information

  • Service List

  • Appointment (Grooming)

  • Appointment (Boarding & Daycare)

  • Staff

Notice:

  1. Tax Rate Mapping: A service mapping table will be required to align Reservation Types / Services with their corresponding tax rates.

  2. Document Transfer: Signed agreements, vaccination files, photos can be transferred only if the documents can be provided.

  3. Appointment Range: All upcoming appointments and past 3-year boarding & daycare appointments will be imported.


Data Mapping Table

Client

PetExec (Source)

MoeGo (Destination)

Owner

Clients and pets

Client Name

Client profile > Client name

Is active

Client profile > Active

Inactive date & Reason

Client profile > Client note

Address

Client profile > Address

Email

Client profile > Email

Cell

Client profile > Contact number (Primary number for message);
Client profile > Client note

Homephone

Client profile > Additional contact > Phone number;
Client profile > Client note

Phone

Client profile > Additional contact > Phone number;
Client profile > Client note

Date added

Client profile > Started on

Additional owner (Phone & Email)

Client profile > Additional contact;
Client profile > Client note

Emergency contact (Phone only)

Pet profile > Emergency contact
Client profile > Client note

Enable email

Client profile > Receive auto email checkbox;
Subscribe to marketing emails checkbox

Tax exempt

Client profile > Client note

Percent discount

Client profile > Client note

Signed contract (Yes or No)

Client profile > Client note

Signed boarding contract (Yes or No)

Client profile > Client note

Employer

Client profile > Client note

Owner notes & date

Client profile > Client note

How heard?

Client profile > Referral source

Client icon

Client profile > Client tags

Packages

Packages (Expiration date, Package services
Remaining credit.)

Store credit

X

Invoice/Payment

X

Deposit

X

Pet

PetExec (Source)

MoeGo (Destination)

Pets

Clients and pets

Pet name

Pet profile > Pet name

Pet type

Pet profile > Pet type

Pet breed

Pet profile > Pet breed

Weight

Pet profile > Weight

Birthdate

Pet profile > Birthday

Allergies

Pet profile > Health issues

Is active

Pet profile > Deactivated

Gender

Pet profile > Gender

Neuter state

Pet profile > Fixed

(Vet) company name

Pet profile > Medical information > Vet name

Vet name

Pet profile > Medical information > Vet name

Vet address

Pet profile > Medical information > Vet address

Vet phone

Pet profile > Medical information > Vet phone number

Is kennel trained

Pet profile > Pet note

Passed temp test

Pet profile > Evaluation

Authorized to pickup

Pet profile > Pet note

Med detail (AM, Lunch, Evening)

Pet profile > Pet note

Eat lunch (AM, PM, Lunch, Much)

Pet profile > Pet note

Feeding info (Instructions, Lunch, PM)

Pet profile > Pet note

Lunch nap

X

Path topic

X

Allowed treats

Pet profile > Pet note

Brought items

Pet profile > Pet note

Pet description

Pet profile > Pet note

Special requirements

Pet profile > Pet note

Pet note (Type & Data)

Pet profile > Pet note

Pet code

Pet profile > Pet code

Pet incident

Pet profile > Incident (Data, Type, Description.)

Future Appointment

PetExec (Source)

MoeGo (Destination)

Upcoming appointments

Appointments

Date & Time

Date & Time

Client & Pet

Client & Pet

Boarding service

Boarding service

Boarding service price

Boarding service price

Daycare service

Daycare service

Daycare service price

Daycare service price

Grooming service & add-on (Price & Duration & Staff)

Grooming service & add-on service (Price & Duration & Staff)

Meds (AM, PM, Lunch, Evening, details)

Medication

Feeding (Instructions pm, Lunch)

Feeding

Eat (AM, PM, Lunch, Much)

Feeding

Notes

Ticket comments

Play id

Lodging

Past Appointment

PetExec (Source)

MoeGo (Destination)

Past 3-year appointments

History appointments

Date & Time

Date & Time

Cust. est. pickup time

End time

Owner & Pets

Client & Pet

Notes

Ticket comments

Service

Boarding service / Daycare service

Brought items (Boarding only)

Belongings

Kennel (Boarding only)

Lodging

Play area (Daycare only)

Lodging

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