Moving to Nookal: Spreadsheet

Written by Austin
... on a stunning September day.

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Our Spreadsheet migration option can be used to import as many (or as few) of the specified data types as you need into your Nookal account.

This page is part of our Moving to Nookal guide – if you have just discovered this page, please consider starting from the beginning.

⚠️ Before You Begin

Hi there,

I want you to have a great experience with us – and for that reason, I’m about to remove the sugar-coating for a minute… bear with me, I promise it’ll make sense…

☝️ Firstly – you’re looking at the Spreadsheet option:

• If a confident intermediate knowledge of Microsoft Excel and the XLSX format is not in your team’s list of talents… then this probably isn’t the best option for you.

✌️ Secondly – this isn’t a particularly “forgiving” process:

• You will need to have clean, clear, and consistent data that you can format into our predefined Spreadsheet. It will then be processed objectively by a computer.

✋ And personally:

• I have over two decades of professional experience in this field, and I’m someone who thinks spreadsheets are fun… that’s two good reasons why I would take this option.

See what I’m saying?

Alright – that’s enough sugar-free info:

• 😁 Still with me? Read on, partner… I’m keen to tell you all about it.
• 🤯 Not for you? No worries, check out our Data Conversion option, it’s easier.

Let’s get our Spreadsheet on…

🥗 Ingredients

You will need:

• 1x Nookal Spreadsheet – Download
• 1x Spreadsheeting Software

🍳 Preparation

Our Spreadsheet file has multiple worksheets – one for each data type (Clients, Clinical Notes, Appointments, and so on):

Each data type will also have one or more ID fields – these are required to connect your data together correctly during processing:

And some data types require that you include another type – for example, you can’t provide Clinical Notes without the Clients they belong to:

	Also Requires
Appointments	At least one Location, Staff Member, Service or Class Type, and Client.
Clinical Notes	At least one Staff Member and one Client.
Inventory	At least one Location.
	All other data types require Locations (one or many) – or you can optionally set them to being available in ‘All Locations’ with a 0 (zero) as their Location ID.

🍝 Recipes (and Rules)

We’ve included a full range of examples in our Spreadsheet file so that you’ve got a great reference for the data types and the formats our process accepts.

Take a look through our file – and just remember:

• Please don’t add new columns. If we don’t expect the column, our process will break.
• Please don’t remove columns. If you don’t need the column, leave it blank.
• Please remove all the example rows before sending us the file.
• Please leave the column headers (the bold first row) as they are.

⏰ Time to Cook

When you’re familiar with our Spreadsheet file, and have made a plan to move your data into it, then it’s time to talk to us about booking Trial and Final Conversion dates.

Or, if you have any questions about the file or any part of this process, just send our friendly team a message, we’re here to help you.

🚨 Don’t forget…

It is absolutely critical that you make time to check your data after we have processed it and before you use your account operationally.

Once you start using your account, the ability to correct any issues with your data becomes significantly difficult – if not impossible.

Check out our guide on how to Check Your Data – it’s quick, easy, and you won’t regret it.

🙏 Thank You

Thanks for reading this guide – I hope you enjoyed reading it as much as I did writing it.

If you have any questions, comments, feedback for us about it, we’d love to hear it.

It’s fantastic to have you on-board with us at Nookal.

I look forward to hearing of your success.