All switching guidesSwitching from ProPet

How to export your customer data from ProPet

DDuncanWe checked every step against ProPet's own pages on

Short answer

You can export your customers, pets and bookings from ProPet to Excel. Hover over Tools in the left menu, choose Export Data and pick one option at a time. Invoices, photos, messages and signed agreements are not on that screen, so plan for those separately.

  • Excelfrom one export screen
  • End of termfor annual and two year plans
  • Re-addowners' cards

Download your data

  1. 1Hover over Tools in the left menu and choose Export Data
  2. 2Pick Customers
  3. 3Type the letters shown and click SubmitAn Excel file downloads.
  4. 4Go back and repeat for Pets, and for Retail inventory if you want it
XLSEvery customer and every pet, in separate files

Before you leave ProPet

Not on the export screen

  • Invoices and paymentsUse QuickBooks Online or the Open API
  • Photos and messagesKept on each customer, with no export described
  • Report cardsPrint them one at a time from the profile
  • Signed agreementsThey show in each customer's Agreement History

Good to know

When your ProPet plan ends

ProPet offers monthly, annual and two year plans. On a monthly plan you can cancel at any time, and you keep access to the end of your billing cycle. On an annual or two year plan, cancelling takes effect at the end of the term, and the agreement says you pay for the whole contracted period.

To cancel, change your subscription in Your Account, then email support@propetware.com to tell them, as ProPet's knowledge base asks. ProPet gives no refunds or credits for cancelled plans.

ProPet Software Inc. is based in Ottawa, Canada. Its agreement bills in US dollars and is governed by the laws of Ontario.

What happens to your customers' saved cards

ProPet says it does not store card numbers. You connect your own Stripe or Square account, and owners can save cards to their ProPet account. Card payments sit in that Stripe or Square account, which keeps its own history.

ProPet's pages do not say whether saved cards can be used by another system, so plan for owners adding their card again wherever you move.

What happens to your data after you leave ProPet

ProPet's FAQ answers "Who owns my data?" with "You do. Always." Its agreement gives ProPet a licence to use your data for the term and 30 days after it.

No page gives a date when a cancelled account is deleted, so take your exports before your last day.

We move you over

Bring your ProPet customers into Genera

We built Genera to look after Duncan's Dog Co, our licensed daycare in Surrey. When a daycare or kennel comes to us from ProPet, this is how the move works.

  1. 1You upload your ProPet export yourself.Inside your Genera account, you bring in owners and their pets from a CSV file, with names, contact details, address, breed, date of birth, microchip and notes. ProPet exports to Excel, so save each file as a CSV first. You can download a template that shows the columns, so nobody has to type every dog in again.
  2. 2Nobody gets an email until you are ready.Owners go in without a portal invite. When you want them on board, one button invites everyone who hasn't got access yet.
  3. 3You keep ProPet going for a month.Take the same bookings in both. On an annual ProPet plan, start the trial in your last month. The 30 day free trial has every feature switched on, with no card to start.
  4. 4Bookings start in Genera.Owners and pets come across, and bookings don't, so each owner books their regular days in Genera once they have their invite.
  5. 5Payments go to you.Owners pay by card or Direct Debit through your own Stripe or GoCardless account, whichever you switch on, or by bank transfer. Direct Debits don't move across from another system. If you switch Direct Debit on, owners set it up before they can make their first booking, so there are no reminders to chase.
Start your free trial

Plans are £50, £75 or £99 a month, with no setup fee and no contract.
A hand with the file? Email help@generasoftware.com

Questions people ask

QWhat format does ProPet export in?
ProPet exports to Excel. The Export Data screen saves customers, pets and bookings as an Excel spreadsheet.
QCan I export invoices from ProPet?
The Export Data screen has no invoices option. Use your QuickBooks Online records if you connected it, or the Open API.
QCan I leave ProPet in the middle of an annual plan?
Cancelling an annual or two year plan takes effect at the end of the term, and ProPet's agreement says you pay for the whole contracted period.
QWho owns my data in ProPet?
You do. ProPet's agreement says the customer exclusively owns all Customer Data.
QWill my owners' saved cards move with me?
ProPet does not document a way. The cards sit with Stripe or Square, and owners will add their card again in your new system.

Sources

Every step above comes from one of these pages, read on 21 October 2026. Systems change their screens, so if a button has moved, email info@generasoftware.com and the page is corrected.

  1. ProPet knowledge base: How do I export data?
  2. ProPet knowledge base: Your Account
  3. ProPet knowledge base: Customer profile
  4. ProPet knowledge base: QuickBooks Online integration
  5. ProPet knowledge base: How do I cancel a booking?
  6. ProPet knowledge base: How do I connect Stripe to ProPet?
  7. ProPet: Open API
  8. ProPet: Frequently asked questions
  9. ProPet: Subscription agreement
  10. ProPet: Privacy policy
  11. ProPet: Integrations
  12. ProPet: About us
D

Duncan

Founder of Genera and owner of Duncan's Dog Co

Duncan has run Duncan's Dog Co, a licensed dog daycare in Surrey, since 2011. Genera is the software he built to run it, shaped by what actually works day to day, not theory.

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