Import Clients into Cuddles
Easily bring your existing client and pet data into Cuddles — no matter what software you’re coming from.
To help you get up and running quickly, Cuddles provides a simple client import template you can use to upload your full client list in just a few steps.
What you’ll need
The Cuddles Client Import Template (Cuddles_Import Template-Clients.csv)
A CSV export of your clients and pets from your previous software
Tip: You don’t need to clean or format everything perfectly before starting — the template is designed to guide you.
How the client import works
Cuddles organizes data around pet parents and their pets. During import:
Each row represents one pet
Pet parents can appear on multiple rows if they have multiple pets
Repeating pet parent information will not create duplicate client profiles
This ensures every pet is imported correctly and linked to the right owner.
Using the client import template
Download and open the Cuddles Client Import Template
Copy your client and pet data from your existing system into the template
Match your data to the existing column headers
Save the file as a CSV
Upload the completed template to Cuddles or share it with our team for assistance
The Cuddles Client Import Template includes predefined columns to help map your client and pet data correctly.
Important formatting notes
To ensure your data imports correctly, please review the following requirements before uploading your file.
General rules
One row equals one pet
Each pet must be listed on its own row in the template.
Duplicate pet parent details are expected
For households with multiple pets, repeat the pet parent information for each pet.
Do not combine multiple pets into a single row
Each row should represent only one pet.
Additional formatting requirements
Pet type must be entered as dog or cat
Pet types entered in uppercase (for example, DOG or CAT) will not import correctly.
Vaccines requirements must be set up in advance
Vaccines types must already exist in your business settings under Vaccines. If a vaccine is not listed there, it will not be saved during import.
Vaccine dates must use the format YY/MM/DD
Other date formats will not be recognized.
Phone numbers cannot contain spaces
Remove any spaces before uploading your file.
Addresses must be complete
If an address is included, all of the following fields must be filled in:
Address, State, Zip Code, and City
Following these guidelines helps ensure your data imports cleanly and accurately.
Each pet must be listed on its own row. Repeating pet parent details will not create duplicate client profiles.
Uploading your client import to Cuddles
Once your template is complete, you can upload it directly in Cuddles.
Note: The client import option becomes available after you’ve added your first client in Cuddles. If you don’t see the import option yet, add one client manually to get started.
Log in to your Cuddles account
Navigate to Clients
Select the 3-dot menu next to +Add Client and click on Import clients
Start your client import from the Clients section in Cuddles.
Upload your completed client import template
Upload your completed client import template to continue.
Review your data and confirm the import
Review your data before confirming the import.
Once submitted, your import will begin processing.
Important: Please keep this screen open until the import finishes processing. Leaving the page before completion may interrupt the import.
Exporting data from your current software
Below are general instructions for exporting client and pet data from common pet care platforms. Export steps may vary slightly depending on your account settings.
Square
To export your client and pet data from Square:
Go to Customers in your Square dashboard
Export your customer list as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see Square’s Help Center
Gingr
To export your client and pet data from Gingr:
Navigate to Reports
Select a Client & Pet export
Download the report as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see Gingr’s Help Center
PetExec
To export your client and pet data from PetExec:
Go to Reports
Run a Client and Pet report
Export the reports as CSV files
Combine and format the data in the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see PetExec’s Support Center (search for Owner / Pet Report)
MoeGo
To export your client and pet data from MoeGo:
Navigate to Settings or Data Export
Export your client and pet data as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see MoeGo’s Support Center
Groomer.io
To export your client and pet data from Groomer.io:
Go to Reports or Client List
Export your client and pet data as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see Groomer.io's Support Center
Goldie
To export your client and pet data from Goldie:
Navigate to Clients
Export your client list as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see Goldie’s Support Center
DaySmart
To export your client and pet data from DaySmart:
Go to Reports
Run a Client or Pet report
Export the report as a CSV file
Copy your data into the Cuddles Client Import Template, matching it to the existing column headers
For more detailed export instructions, see DaySmart Pet’s Help Center
Need help?
If you’re unsure how to format your file or want help with the import:
Reach out to our support team at help@cuddlesapp.com
Or book an onboarding call and we’ll walk through it with you
We’re happy to help make your transition to Cuddles as smooth as possible.