Browse
 
Tools
Rss Categories

Import Clients From StudioPlus's Web MyStratus Software

Overview

This tutorial will show you how to export your clients from StudioPlus's web based MyStratus software and import it into StudioCloud

How to Export Clients From StudioPlus's MyStratus Software

Click here for a tutorial on how to export data out of MyStratus

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. Click on the Clients component
  2. Click on the Settings tab
  3. Click the Import Clients button
  4. Click the Import Options menu
    1. Click the Import CSV Files From Third Party Software menu option
    2. Click the Import From StudioPlus menu option
    3. Click the Import from StudioPlus Web CSV File menu option
  5. Verify the information is accurate 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