Shortcuts Conversions

Exporting Data from Shortcuts

1. Create a folder on the desktop of the POS, which you will use to contain the export data.

2. Go to Tools→Import/Export.

3. Click Add All and then Export the files to the folder you created.

NOTE: The Import/Export tool in Shortcuts may not always be available when the customer initially contacts us to do the conversion process. When first working with someone, double check that it’s there before proceeding – if it isn’t, they will need to contact Shortcuts support first to get it enabled, so that we can continue.

Importing Shortcuts Data into Admin

Data Import References

1. Create a profile for the store in admin using the initial setup from another location of the owner’s choice, or using a store of the same brand.

2. Once the store profile is completed, click the import data link in the upper right hand corner of the page.

3. From the drop down menu on the import data page, choose ShortCuts.

4. Using the table on the left for reference, click the Choose File button on each lone, and select the corresponding file you exported from Shortcuts.

5. When you’ve selected all of the files listed, click the Next at the bottom of the page.

6. The import process will begin, and once it finishes you can continue to step 3 below.

Overwriting Store Data on the Local POS

1. Make sure that Store Overwrite is set to Yes on the store’s admin profile under Store Statistics on the left.

2. Connect to the POS remotely and force an upload by going to Manager → Uploads.

3. Since we set the admin profile to perform a Store Overwrite, the initial set up and data imports we completed previously will be downloaded onto the POS through Upsys.

4. On the POS, check Setup → Uploads → Upload Overview and see if the store overwrite completed.

5. Verify the integrity of the data, by reviewing a few of the data points you imported! Go through a few sales via Search Sales, check various reports, and check out the services or discounts list.

REQUIRED – Final Cleanup Process

1. Using iOffice, complete a store sync from the store’s master page for:

   • Services

   • Products

   • Discounts

2. Discounts will also require some local clean up, to do this open phpmyadmin:

   • On the POS, go to localhost/phpmysql

   • Enter username supersalon and password gr3*7

   • Click the SQL tab at the top.

• Paste the following query into the text box: update `discounts` set name = description

• Click the go button in the bottom right.