Import from Phorest

You can move from Phorest to Youzse with a CSV export. Phorest is not one of the platforms whose column names Youzse recognises on sight, so you match the columns yourself at the Mapping step, which takes a couple of minutes per file.

Exporting from Phorest

Sign in to Phorest on desktop.

1. 1Open the Manager or reporting area.
2. 2Find the client list report and export it as CSV.
3. 3Export your appointment history from the appointment reports, with the widest date range.
4. 4Export your treatment or service list if it is available separately.

Save each export as CSV. If it arrives as an Excel file, open it and use Save as to produce a CSV, because the importer accepts CSV only.

Uploading to Youzse

1. 1Go to Import Data in the sidebar
2. 2Start the guided migration and add your files at the Files step
3. 3At the Mapping step, point each column at the Youzse field it belongs to, which is the part that matters here
4. 4At the Settings step, describe where the data came from and pick your lawful basis
5. 5Review the counts and run it

Mapping a Phorest export

Name the files clearly, something like clients.csv and appointments.csv, because the record type is worked out partly from the filename. Then map the essentials and leave the rest unmapped.

• For customers: first name, last name, email and phone. Everything else is a bonus
• For appointments: start date and time, service name, customer name, staff name and status
• For services: name, duration in minutes and price

If your file has one full name column, map it to the full name field rather than splitting it yourself. If date and time sit in separate columns, combine them into one column in your spreadsheet before uploading.

What will not come across

• Saved card details, which no platform can transfer
• Photos and attachments
• Loyalty balances and package credits
• Staff logins, because staff are invited to set their own password

Common questions

Does my Phorest client history come across?

Client records and appointment history do, as far back as your export goes. Treatment notes come across where they are a column in the export.

What about my Phorest loyalty points?

Balances are not imported. Set your scheme up under Loyalty and credit long-standing regulars by hand if you want to.

Can Phorest support export for me?

Yes, ask them. Salon software vendors will usually produce a data export on request.