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

Open StudioCloud and log in
Click on the Clients icon.
Click on the Clients toggle button.
Click on Import Options
Select the "Import Clients Window" option
In this new window, select Import Options
Select the "Import from StudioPlus Advanced CSV file" option.
Select the first client file in the first import window and click open
Select the second client file in the second import window and click open
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.

Go to Utilities menu
Click the Export Clients option
Select the All Clients option under Filter
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)

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