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Importing Clients From StudioPlus's Desktop Spectra Software*

Overview

This tutorial will show you how to export your clients from StudioPlus's desktop Spectra software to a CSV file and then import that file into StudioCloud.


How to Export All Clients From StudioPlus using the advanced export

  • Overview
    • The following instructions will export out all of the clients from StudioPlus including those clients that are not associated with a session, invoice or task.
      • Due to a restriction in StudioPlus only 65 columns can be exported from StudioPlus at a time. As such you will need to export multiple files to get all of your data out of StudioPlus
  • Instructions
    • Go to the client section in StudioPlus
      • Instructions on exporting out the first file
        • Click the "Column Chooser" button.
        • Click the "Uncheck All" button
        • Manually select the rows starting with "Clients - Address Line 1" all the way to "Clients - New State"
          • Pro-Tip: If you use the arrows on your keyboard and the spacebar you can quickly move between rows by pushing the down arrow and select a row by pushing the spacebar.
        • Click the "Ok" button
        • Click the "Export To Excel Button and save the file with the name "Client 1.xls"
        • If StudioCloud is importing the data for you please email the file to support@studiocloud.com and ignore the step to convert it to csv.
        • Instructions on how to convert the excel file to csv
          • Once this file has been exported open it in excel and click the "Save As" button.
          • Change the Save as type: to be CSV (Comma delimited) and save the file
      • Instructions on exporting out the second file
        • Click the "Column Chooser" button.
        • Click the "Uncheck All" button
        • Manually select the rows starting with "Clients - Next Call Date" all the way to "Clients -Zip"
        • Click the "Ok" button
        • Click the "Export To Excel Button and save the file with the name "Client 2.xls"
        • If StudioCloud is importing the data for you please email the file to support@studiocloud.com and ignore the step to convert it to csv.
        • Instructions on how to convert the excel file to csv
          • Once this file has been exported open it in excel and click the "Save As" button.
          • Change the Save as type: to be CSV (Comma delimited) and save the file


How to Import Clients from StudioPlus

Note: StudioCloud does not provide support for the import process below unless you pay for Studiocloud to import the data for you. The following blog post explains why. http://blog.studiocloud.com/2015/02/importing-data-into-studiocloud.html

    1. Open StudioCloud and log in
    2. Click on the Clients icon.
    3. Click on the Clients toggle button.
    4. Click on Import Options
    5. Select the "Import Clients Window" option
    6. In this new window, select Import Options
    7. Select the "Import from StudioPlus Advanced CSV file" option.
    8. Select the first client file in the first import window and click open
    9. Select the second client file in the second import window and click open
    10. Verify the information and click the save button.

    Limitations

    The following information is imported from StudioPlus into StudioCloud if the advanced export method is used.

    • Title
    • Client Number
    • Name Suffix
    • First Name
    • Business Name
    • Last Name
    • Street
    • City
    • State
    • Zipcode
    • E-mail Address
    • Home phone
    • Anniversary
    • Birthday

    The following items are imported into the notes field of the client

    • Other Phone 1
    • Other Phone 2
    • Other Phone 3
    • Other Phone 4
    • Other Phone 5
    • Client Since Date
    • Client Status Due Date
    • Client Status Reason Maint ID
    • Contract Date
    • Create Date
    • Created By
    • Custom 1
    • Custom 2
    • Custom 3
    • Custom 4
    • Custom 5
    • Custom 6
    • Custom 7
    • Custom 8
    • Custom 9
    • Custom 10
    • Custom Date 1
    • Custom Date 2
    • Do Not Call
    • Do Not Market
    • Event Date
    • Lead Source
    • Loyalty Number
    • Next Call Date
    • Other 1
    • Other 2
    • Other Date 1
    • Other Date 2
    • Fax
    • Pager
    • High School Graduation Year
    • Client Status
    • Call Warning
    • Anniversary Date
    • Referred By ID
    • Parent Facebook
    • Parent Instagram
    • Parent Twitter
    • Parents Name
    • Parents Phone
    • Salutation
    • Secondary Email
    • Secondary Name 1
    • Secondary Name 2
    • Senior Facebook
    • Senior Instagram
    • Senior Twitter
    • Student ID
    • Total Accounts Receivable
    • Total Lifetime BillTo Sales
    • Total Lifetime Session Sales
    • Total Unused Rewards
    • Total YTD BillTo Sales
    • Total YTD Session Sales
    • HMM End Date
    • HMM Sales Rep
    • HMM Start Date
    • HMM User Name
    • HMM Website
    • InSpired Upload Date

    How To Export Clients From StudioPlus Using The Basic Export (Not Recommended)

    Note: If StudioCloud is importing the data for you please refer to the advanced export method. 

    This export process is not recommended as it only exports out a limited amount of client information.

    1. Go to Utilities menu
    2. Click the Export Clients option
    3. Select the All Clients option under Filter 
    4. This will create a CSV file with all of your client information in it

    How To Import Clients From StudioPlus Using The Basic Export Method (Not Recommended)

    Note: StudioCloud does not provide support for the import process below unless you pay for Studiocloud to import the data for you. The following blog post explains why. http://blog.studiocloud.com/2015/02/importing-data-into-studiocloud.html

      1. Open StudioCloud and log in
      2. Click on the Clients icon.
      3. Click on the Clients toggle button.
      4. Click on Import Options
      5. Select the "Import Clients Window" option
      6. In this new window, select Import Options
      7. Select the "Import from StudioPlus Basic CSV file" option.
      8. Select the client file in the import window and click open
      9. Verify the information and click the save button.