Vagaro-to-Vagaro Import: Transfer Employee and Customer Data to Another Account – Vagaro Support

If one of your employees moves to another business on Vagaro, they may request to transfer their customers, appointment data, Vagaro Drive files, service menu, and other relevant information to their new place of work. As the business owner, you can choose which data is transferred to the other business. Once the transfer has been initiated, the employee's new place of work must approve the request on their end before any transfer is made.

Note

Sales data is not transferred over to the other business.

Prerequisites: Only the business account owner can transfer data to another Vagaro account. The business account owner of the other business must also approve the request before the data can be shared.

Step One: Transfer Employee Data

Before you transfer employee data, ensure that their new place of work has created an employee profile for them and that the account at your business has services, classes, and working hours assigned to their profile. The option to Transfer Employee Data will not appear if these requirements are not met. The owner at the original business must start the transfer.

At the target business, the business owner must approve the request before the employee's data is sent over. After requesting the transfer, they will receive an email and text notification, and a card will display in the Notification Panel.

You'll receive an email notification if the other business owner denies your transfer request. You can request the transfer again, or you can contact the business owner directly and ask them to start the transfer process from their side.

On a Phone

To initiate a transfer:

Select More → Settings → Employee Profiles.
Select Employees to view all profiles, then select the employee's profile from the list.
From their profile, next to your business's name, select Action → Transfer Employee Data.

Note

If multi-location is configured, select Action for the location you want to modify.
Select Transfer to Another Location.

If the employee has a profile at more than two businesses, the Select Business to Transfer Data popup will appear. In the popup, confirm the business you want to transfer the data to, then select Apply → Continue.
In Transfer Data to Another Vagaro Account, complete the following steps:

By default, the system will copy all data from just the employee you selected. The system will also prepopulate the employee's name and email address.
1. Select whether to transfer the employee's reviews, menu, contact information, notes, files (Vagaro Drive), and so on.
  
  Note
  
  Selecting options like Future Appointments may require you to transfer additional information.
2. Select the Transfer Date for when the data will be transferred.
3. Select the checkbox to agree to the terms.
4. Select Request Transfer.

On a Computer, Tablet, Pay Desk, or PayPro

To initiate a transfer:

Select Settings → Employee Profiles.
Next to the employee's profile, select Action → Transfer Employee Data.

Note

If multi-location is configured, select the Locations link next to their profile to manage the employee for each location.
Select Transfer to Another Location.

If the employee has a profile at more than two businesses, the Select Business to Transfer Data popup will appear. In the popup, confirm the business you want to transfer the data to, then select Continue.
In Transfer Data to Another Vagaro Account, complete the following steps:

By default, the system will copy all data from just the employee you selected. The system will also prepopulate the employee's name and email address.
1. Under Transfer Data, select whether to transfer the employee's reviews, menu, contact information, notes, and/or files (the employee requires Vagaro Drive), and so on.
  
  Note
  
  Selecting options like Future Appointments may require you to transfer additional information.
2. Select the Transfer Date for when the data will be transferred.
3. Select the checkbox to agree to the terms.
4. Select Request Transfer.

Step Two: Approve Transfer Request

The account owner at the receiving business must approve the transfer request before any data is moved. Only the business owner can review the items approved for transfer and provide final consent. If additional data is required, they must contact the originating business to request it.

When the transfer is complete, the transferring business owner should delete the employee account from their business.

To approve a data transfer:

In the Notification Panel , look for the Employee Requested to Transfer Information notification. If you find it, select View.
In Approve Transfer, review what's being transferred over, agree to the terms, and then select Approve Transfer.

The employee’s data has been successfully transferred. If appointment data was included, they'll need to complete server mapping.

Optional: Map Services

After the transfer is approved, either the employee or the new business owner maps the employee’s services to match those from the original business.

Note

This only applies if the service and appointment data were transferred over.

To map the imported services or classes:

In the Notification Panel , look for the Employee Approved Transfer notification. If you find it, select Complete Service Mapping.
In Service Mapping, match each of the transferred services or classes with one of the services or classes at your business. You'll also have the option to create a new service if needed.
Select Import.

The employee’s data has been successfully transferred.