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Jane's Guide

Here's all the help you need to use Jane.


Importing from Booker

  1. Importing from Other Software
  2. Importing from Booker

    3. 4 min read

Here’s what we know about moving over from Booker to Jane.

Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

Exporting your Customers from Booker

Coming from Booker, we’ll need your Customer export. Here’s how to pull it, or you can follow Booker’s guide 📋

Before you start, make sure you’re logged in as an Admin or Reservationist. Reservationists also need the “Allow Exporting Appointment, Customer, and Order Lists” permission turned on 👀

  • Click the Customers tab, then Manage Customers
  • Click View All Customers
  • In the left sidebar, click Export to a .CSV file
  • A window will let you know your file is being generated. Click Ok
  • Once it’s ready, click the first link under Customer Exports in the left sidebar to download your file

Note: Verify that it contains all the client demographics that you are looking for 🔑

Booker will also email the login that ran the export, with the subject “Location Name’s Customer Export File is Available to Download.” Most exports take under 5 minutes, but larger databases can take longer 🐢

If your export hasn’t finished after an hour, reach out to Booker’s support team and they’ll help sort it out.

Exporting your Booker Appointments

Here is a help doc from Booker on how to export an Appointments Report from their system.

Booker’s default appointment report doesn’t include client identifiers, so we’d love for you to add them before you export. They help us match every appointment to the right client in Jane, especially when two clients share a name 🔎

To add them:

  • Click Customize View at the top right of the appointments screen
  • Open the Columns tab
  • In the left menu, click Customer (the other options are Appointment and Payment)
  • Tick Customer Mobile Phone, Customer Email, and Client ID if it’s available
  • Enter a name under Save as New View, then click Save and Close
  • Export your report using that view

If you can’t find these columns, that’s okay. Export what you can, and we’ll let you know if any appointments can’t be matched with confidence 💭

Note: Don’t forget to export your future appointments as well as your past appointments 📆

Booker Billing Data

We don’t import billing information as there are formatting issues between the two systems.

Uploading into Jane

To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Import Data > Schedule Import area.

You can find an overview of this process here: Scheduling Your Import

An image of the navigational steps for getting started with the imports process

If you need any further help getting all set up to run with Jane, just let us know!