Transfer Data from Phorest to Pabau

This article covers what data you can transfer from Phorest to Pabau.

If you're switching to Pabau from Phorest, here's everything you need to know about transferring your data into your Pabau account!

The first step is to book a 15-minute meeting with our implementation specialists using the link in your welcome email. This meeting will guide you through the data migration process and answer any questions you may have.

Once you've done that, please read through the guide below. It's important to review each section thoroughly, as it outlines your role in the transfer, and what we do for you.

Organizing the Export of Your Account Data with Phorest

To perform the transfer, we will need a full export of your account data. You can obtain the export by doing one of the following:

• 🌟Recommended: Contact Timely Support to export your data. Please note that account exports may be a billable service.
• Export the data yourself;
• Provide us with your Timely login credentials so we can export the data for you.

Any data entered into Phorest after the export will not be transferred to Pabau, as it won't be included in the exported data. This data will need to be noted and manually entered into Pabau after the transfer has been completed.

What Do We Transfer?

We can transfer the following data from Phorest to Pabau:

• Client Details 
• Staff
• Services 
• Products 
• Appointments 
• Packages/Courses 
• Medical Forms 

Going Live with Your Pabau Account

The data import process typically takes about 7-10 business days, depending on the volume of data.

After the migration is complete, you will have a data validation call with your implementation specialist to review the imported data and confirm its accuracy.

Following this, you will receive a sign-off survey. Once you submit the survey, your implementation specialist will activate your account, and you will receive your login credentials via email.

At this stage, we highly recommend enrolling in the "Get Started" course at the Pabau Academy.

This course offers short, bite-sized lessons on the basic setup of your Pabau account. It is split into two parts, each focusing on essential information. As you follow along, you will set up your own Pabau account, learning by doing.

If you have purchased a success package, you will receive an email with a link to book a meeting with our Customer Success representatives, who will assist you in setting up your account.

Final Checklist

• Confirm export of data from Phorest✅
• Review data transferred to Pabau ✅
• Go live with your Pabau account✅
• Manually enter any new data added to Phorest post-export✅
• Reach out for any assistance✅

We understand that switching from another system is a significant step, and we're here to make the transition as smooth as possible for you. If you have any questions, don't hesitate to contact us. We're always ready to assist!