Summary

After a data import, check your data for errors. If you find errors, contact your Data Import Specialist right away. Follow the steps below to inspect your data.

Steps

Check Owner and Pet Profiles

1. Open about 10 owner and pet profiles.
2. Make sure each of these items is where you expect it:
   • Contact information
   • General information
   • Immunizations
   • Employee notes
   • Open balances
   • Store credit
   • Packages
   • Reservations

Check Reservations

1. Go to Left Navigation Menu >> Reports & More >> Reports >> Reservations by Date Range.
2. Run the Reservations by Date Range report for a date range that lets you confirm all reservations imported.

Check Packages

1. Go to Left Navigation Menu >> Reports & More >> Reports >> Outstanding Packages.
2. Run the Outstanding Packages report to confirm all packages imported.

Check Owner Balances

1. Go to Left Navigation Menu >> Reports & More >> Reports >> Owner Balance.
2. Run the Owner Balance report to confirm all owner balances imported.

Check Employee Notes

1. Go to Left Navigation Menu >> Reports & More >> Reports >> Employee Notes.
2. Run the Employee Notes report to confirm all notes imported.

If Something Goes Wrong

If you find errors, contact your Data Import Specialist right away and give specific details about each error. Do not update your data or enter any new data until they help you.

Next Steps

If you find no errors, you can add any new data collected during the import period and edit any imported data.

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