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Backup your data

You can take a backup of your data by navigating to the designated modules, where you will find the option to export your data. Navigate to the organization or the center level based on your requirements to create a client export file to save off-boarding data from Zenoti. To export data, ensure that the necessary role permissions are enabled. It is recommended to sign in using either the Owner or Manager roles.

These steps will enable you to gather exit data or off-boarding-related information from Zenoti for your business. Refer to the table below to understand how to retrieve or export data from various modules.

Data Type

Module

Procedure

Master

Employees

  1. Navigate to Employee > Employees.

  2. On the Manage Employee page, click Export.

  3. From the Export Data pop-up, select the relevant data type.

  4. Click Export.

  5. You will receive an email with a link to your registered email address. Click the link to download the excel file.

Master

Jobs

  1. Navigate to Employee > Jobs.

  2. On the Manage Jobs page, click the export to excel or export to CSV icon.

Master

Memberships

  1. Navigate to Master Data > Memberships.

  2. On the Manage Memberships page, click the export to excel or export to CSV icon.

Master

Package Center

  1. Navigate to Master Data > Packages.

  2. On the Manage Packages page, click the export price list icon.

Master

Packages

  1. Navigate to Master Data > Packages.

  2. On the Manage Packages page, click the export to excel or export to CSV icon.

Master

Products

  1. Navigate to Master Data > Products.

  2. On the Manage Products page, click the export price list icon.

Master

Rooms

  1. Navigate Configuration > Business details.

  2. From Business setup, click Rooms.

  3. On the Rooms page, click the export to excel or export to CSV icon.

Master

Services

  1. Navigate to Master Data > Services.

  2. On the Manage Services page, click the export to excel or export to CSV icon.

Master

Service Center

  1. Navigate to Master Data > Services.

  2. On the Manage Services page, click the export price list icon.

Master

User Properties

  1. Navigate to Guests > Manage Guests.

  2. Click the export to excel or export to CSV icon.

Liabilities

Gift Cards Liability

  1. Navigate to Reports and search for the Gift Cards Liability report.

  2. Open the report and click the export icon or export to CSV icon.

Liabilities

Packages Liability

  1. Navigate to Reports and search for the Packages Liability report.

  2. Open the report and click the export icon or export to CSV icon.

Liabilities

Prepaid Cards Liability

  1. Navigate to Reports and search for the Prepaid Cards Liability report.

  2. Open the report and click the export icon or export to CSV icon.

Liabilities

Memberships Liability

  1. Navigate to Reports and search for the Memberships Liability report.

  2. Open the report and click the export icon or export to CSV icon.

Inventory

Current Stock

  1. Navigate to Reports and search for the Current Stock report.

  2. Open the report and click the export icon or export to CSV icon.

Inventory

Vendor Master

  1. Navigate to Inventory > Vendors.

  2. On the Manage Vendors page, click the export to excel or export to CSV icon.

Transactional

Appointments

  1. Navigate to Reports and search for the Appointments report.

  2. Open the report and click the export icon or export to CSV icon.

Transactional

Collections

  1. Navigate to Reports and search for the Collections report.

  2. Open the report and click the export icon or export to CSV icon.

Transactional

Sales-Accrual

  1. Navigate to Reports and search for the Sales-Accrual report.

  2. Open the report and click the export icon or export to CSV icon.

Impacts and considerations

When implementing the exit data process in Zenoti, certain data cannot be easily extracted in bulk from the UI. Here are the known gaps and their solutions:

  • Guest notes cannot be bulk extracted

    Manually access each guest record to copy and paste the notes into another document outside of the Zenoti system.

  • Forms and associated photos cannot be bulk extracted

    Manually access each form of interest and save it, along with its photos, to another document outside of the Zenoti system.

  • Credit card numbers are not stored in Zenoti

    Tokens referencing stored credit cards with the payment processor are only stored. Request a 'Stored card transfer' to another processor to recover the stored credit card tokens.

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