Moving from Timely to Power Diary
We can import your Timely data for you! Simply export your data from Timely and then in your Power Diary account go to Setup > Data Import.
We can import the following Timely data:
- Client Notes
Not sure how to export your data from Timely? Follow the steps outlined below.
- Navigate to Reports.
- Under 'Choose a Report' select Appointment Schedule.
- Select All Time as the date range.
- Select All Staff.
- Click View Report.
- Click Download and select CSV.
This will download the data into CSV format to your computer. Repeat the above steps for Customer List and Customer Notes.
Once you are ready to upload your data to into Power Diary, you can do so by going to Setup > Data Import and uploading the CSV files from Timely. The import team will be in contact to confirm once the data has been imported.
Don't have a Power Diary account? No problem! Get started with a 14-day free trial.