Bringing your data to Seglo

What comes across from your old system, what never does, and the two ways it gets here: a Square connection, or the files you export.

Years of clients, pets, notes and appointments are sitting in the system you are leaving. Getting them here takes one of two paths, and which one you are on depends on what you run today.

If you are on Square, there is nothing to export

You connect your Square account inside Seglo and we read everything across. No files, no export button to hunt for.

The connection is read-only. It never changes or deletes anything in Square, so you can connect while you are still taking bookings there and carry on as normal.

We usually run that import for you. Import your data is the same tool if you would rather drive it yourself.

Everything else: you export, we do the rest

Getting the file out is your half, because it is your account and your login. Everything after that is ours: reading it, matching each owner to their pets the way Seglo holds them, clearing the duplicates and the half-filled rows, then checking the result against your old system before you open on it. There is no charge for any of it.

Find your platform:

Running something else? Pawfinity, PetExec, a desktop system, a shared spreadsheet, a paper diary: tell us what you are on at Switch to Seglo. We have brought businesses across from all of those, and a messy spreadsheet still beats retyping three hundred pets by hand.

What comes across

clients, with contact details
pets, with breed, size, and whatever profile fields your old system kept
past appointment history
future appointments that have not happened yet
services, durations, and prices
your team
notes on clients and pets

Not every platform exports all seven. Each platform page says what is realistically available on that one.

What never comes across

Saved card details. They are encrypted inside whichever platform is holding them and they cannot be exported. Fresha states this outright, and it has held for every business we have moved. Your customers save a card again the first time they pay through Seglo, and that is the whole of it.

Photos and message history are usually stuck too. If either matters to you, say so early rather than after you have closed the old account.

Where to send the files

Upload them on Switch to Seglo. The form takes the files and records which platform they came from, so nothing arrives without a label. If it is easier, email them to support@seglo.ai from the address on your Seglo account.

Do not tidy them up first. Column names, blank fields, three files or one, it makes no difference to us. We look at what you send and tell you what is missing before you go any further.

Do this while your old account is still open and paid. Exports get much harder once a subscription lapses, and some platforms lock you out on the day.

Switching to Seglo: the timeline, from picking your go-live date to the night you switch.
Import your data: the Square connection, step by step.
Clients list: where your customers land once they are in.