Verify Accuracy of Imported Data (How-To)

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Please inspect the data that was imported for any potential errors. If errors are discovered, be sure to contact your Data Import Specialist immediately.

To inspect your data, follow our guidelines below.

Owner & Pet Profiles

Review a handful of owner and pet profiles (about 10) and ensure that any information you expect to see is where you expect to see it:

  • contact information

  • general information

  • immunizations

  • employee notes

  • open balances

  • store credit

  • packages

  • reservations

 

Reservations

  1.  Navigate to Left Navigation Menu >> Reports & More >> Reports >> Reservations by Date Range.

  2. Run the Reservations by Date Range report for a date range that allows the facility to ensure all reservations imported successfully.

 

Packages

  1. Navigate to Left Navigation Menu >> Reports & More >> Reports >> Outstanding Packages.

  2. Run the Outstanding Packages report to ensure all packages imported successfully.

 

Owner Balances

Run the Owner Balance report to ensure all owner balances imported successfully:

  1. Navigate to Left Navigation Menu >> Reports & More >> Reports >> Owner Balance.

  2. Run the Owner Balance report to ensure all owner balances imported successfully.

 

Employee Notes

Run the Employee Notes report to ensure all notes imported successfully:

  1. Navigate to Left Navigation Menu >> Reports & More >> Reports >> Employee Notes.

  2. Run the Employee Notes report to ensure all notes imported successfully.

 

Next Steps

  • If you find errors, reach out to your Data Import Specialist immediately and provide specific detail on any errors found. Please do not update your data or enter any new data at this time.

  • If you do not find errors, you can begin updating your app with any new data collected during the import period and edit any imported data.

 

Related Resources

 

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