Exporting data from your BusyPaws account is a simple process which will compile all relevant information into a CSV file for you. You can access the data export functionality by opening the account menu at the bottom-left corner of the page. Do this by clicking or hovering your mouse over the "Reports" icon in the left-hand menu bar, then selecting "Data Export" from the submenu.
Note that you can also get to your data exports by first clicking the gear icon at the bottom of the left-hand menu bar.
Then selecting "Data Import/Export" from the "Extras" section.
The Data Export page will include a list of any previous exports saved to your account. Each export is listed with the export type, the date on which it was generated, the date range for which it was generated, and the name of the user that requested it. All completed exports also have a download icon to download the CSV file and a trash can icon to delete the export.
To create a new export, select the "New Export" button at the top of the page.
This will open the Generate Export window with an "Export Type" drop-down menu followed by "From" and "To" fields allowing you to set the date range you would like the export to include.
Clicking on the "Export Type" fields populates a drop-down menu with a variety of different Export Types to choose from, depending on your needs.
Attendance Report | All attended Group Service/Series bookings (excluding Boarding), the associated clients, and their check-in and check-out data.
Service Name, Provider, Secondary Provider(s), Start/End Dates, Status, Duration, Price, Available Spots, Capacity, Facility, Location, Creation Date, Pet, Client, Payment Status, Check-in/out Info, Client Booking Date & Time |
Bookings | All completed bookings, with and without attending clients, and the associated clients (if any).
Service Name, Provider, Secondary Provider(s), Start/End Dates, Status, Duration, Price, Client(s), Pet(s), Available Spots, Capacity, Facility, Location, Creation Date, Last Updated |
Credit Report | A list of all available credits on customer profiles at the time of the data export.
Note: This export is independent of any selected date range and pulls only credit information at the time the export is made.
Client, Cash Credits, Available Service Credits |
Customers | All customers and associated saved data fields (default and custom).
First Name, Last Name, Pets, Email, Phone, Customer Since, Last Updated, Customer Lifetime Value, Address Info, Custom Fields (if any) |
Invoices | All invoices and their individual line items.
Invoice No., Date, Client Name, Client Email, Payment Info, Discount Code (if any), Line Items, Subtotal, Discount (if any), Tax, Total, Amount Refunded (if any) |
Payments | All payments added to invoices. Includes Stripe and non-Stripe payments.
Invoice No., Client Name, Client Email, Payment Date, Currency, Amount, Tip Charged, Fees, Amount Refunded, Payment Method |
Payouts | All payouts processed through Stripe, their payout status, fees, and associated invoices. Does not include non-Stripe payments.
Customer, Invoice No., Invoice Link, Tax Info, Fees, Charges, Payouts, Currency, Date, Status |
Pets | All pets and associated saved data fields (default and custom).
Pet Name, Breed, Gender, Birthday, Pet Since, Last Updated, Client Name, Client Email, Custom Fields (if any) |
Products | All items currently included on your products list.
Handle, Title, SKU, Price, Category Name, Brand Name, Variant Attributes (if any), Quantity In Stock (by facility) |
Prospects | All prospects and associated saved custom data fields (default and custom).
First Name, Last Name, Pets, Email, Customer Since, Last Updated, Custom Fields (if any) |
Schedules | All team member schedules along with their facilities, services, and hours.
Staff Member, Schedule(s), Facility/Facilities, Service(s), Total Hours, Daily Hours |
Tips | All tips collected, separated out by assigned user. Includes row for unassigned tips.
Overall Date Range, Total for Range, Amounts Per Day (within range) |
After you click the "Export" button, the system will take a moment to get your data together. Any export currently in progress will be listed with a yellow "Preparing export" label. Once it is complete, the export will have a download button. You will also receive an email notification with a link to download the export file. All export files will remain on your Data Export page until you remove them. Files may be removed at any time using the delete button (trash can icon).
Use your data exports to collect all the information you need to run your business. If using QuickBooks, check out our QuickBooks Integration to save time by automatically syncing your invoices and payouts.