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Importing and Exporting

 

Import your existing client data directly into Salon Iris

 

 

 

Importing & Exporting

Salon Iris allows you to import a list of clients, employees, products, services, and vendors that were created using another program (such as another database program). A separate text file for each list of information (clients, employees, products, services, and/or vendors) that is being imported is required. Each file must be saved as a .txt (tab or comma delimitated) file.

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The following information can be imported:

Clients

Name
Address
City
County
Post Code
Gender
Formula
Home phone number
Work phone number
Mobile phone number
Comment
E-mail address
Formula History
Class and category
Referral
Birthday
 
Products

Product ID or skew number
Name
Aback bar amount
Aback bar item status
Make
Size
Wholesale
Retail
Taxable
Vendor
Stock count
Reorder point
Reorder quantity
On order
Reordered status
Date put on order
Auto reorder date
 
  
Employees

Name
Address
City
Estate
Post Code o
Home phone number
Comment
Gender
National Insurance Number
E-mail address
Date of Hire
Date of Birth
 
 
Vendors / Supplier

Vendor ID
Contact’s first name
Contact last name
Address
City
County
Post Code 
Phone
E-mail
Items purchased
Comment
Vendor Supplier history
Total spent
 
 
Services

Service ID
Name
Aback bar amount
Retail
Duration of services (length of time it takes for this service in minutes)
Taxable
 

Importing an existing client list or professional products.

Salon Iris LTD provide a free service to clients where we will (when able) provide popular products range(s) and a client data conversion service. Salon owners who have an existing client database held on a Excel type file format will be converted a no charge (were is is reasonably practicable to do so) ready for importing directly in our software. We also have a number of popular professional use product ranges available ready to import into Salon Iris. Click Here to view the terms under which we will supply this information.


Exporting
You can easily export information from Salon Iris to a spreadsheet or word processing file so it can be viewed and compared. Numerical manipulations can be performed on it, also.

You may export the following information directly from your database or from any of the major screens on Salon Iris: client, coupon, product, service, gift certificate, payroll, totals, percent retained, employee, mailing, tax, and/or ordering information.

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Key Points

If you currently hold your client data on an existing database or spread sheet you can easily import critical data directly into Salon Iris

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