Importing Pets

Modified on Wed, 24 Dec at 3:38 PM

MyTime makes it easy to add multiple pet profiles at once. This article provides a step-by-step guide to help you import pet profiles quickly and seamlessly into your MyTime account.

Things to Know:

The ability to import pets is controlled by the "Manage Client Setup" access control setting.
Do not delete or reorder any columns in the spreadsheet, except for the custom field columns.
For a successful import, ensure the file is in CSV format
All changes to custom field columns in the import template must be entered in lowercase letters; otherwise, the import will fail. For example, if you rename 'custom_field1' to represent hair texture, it should be entered as 'hair_texture'.

CONTENTS

Import Pet List
Column Descriptions

Import Pet List

To import pet:

1. Navigate to the Clients tab

2. Select the ‘Manage Clients’ drop-down menu > Import Pets

3. The screen below will appear. Download the MyTime Pets Import Template

4. Find the downloaded Excel spreadsheet on your computer and open it using Microsoft Excel or any compatible spreadsheet software

5. Enter the pet information into the designated columns. Verify the accuracy and completeness of the data to ensure a seamless import process

6. After completing the entry of your pet information in the MyTime Pets spreadsheet, save the Excel file as a CSV

7. Return to the Import section and then click the "Upload" button

8. Select the CSV file from the download list. Once your file has been uploaded, click the "Import" button

Congratulations! You've successfully imported pets into MyTime using a CSV file.

Column Descriptions

Column	Description
child_id	A unique ID for the pet. This is required for new pets. If you don’t already have one, generate a unique ID.
client_id	A unique ID for the client. Required for new clients and used to link each pet profile to the correct client. If you don’t have one, generate a memorable ID (e.g., a simple number sequence).
mytime_child_id	The internal MyTime ID for the pet. Automatically generated by MyTime for existing pet profiles. Leave this field blank when importing a new pet.
mytime_client_id	The internal MyTime ID for the client. Automatically generated by MyTime for existing client profiles. Leave this field blank when importing a new client.
deleted	Indicates whether the pet profile should be deleted. Enter FALSE to keep the profile or TRUE to delete it.
custom_field X	The UUID for a custom field. You can include any number of custom fields, such as gender, age, pet_name, first_name, vet_name, etc. Replace X with the appropriate field reference in all lowercase letters.

For more information, contact support@mytime.com.

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