How to export your customer data from Revelation Pets
Short answer
You can export your customers and their pets from Revelation Pets under Customers, then Tools, then Export, as a CSV. That file has no bookings in it, so export the Bookings Report and the Payment Report as well. Do all of it before you cancel, because Revelation's terms say cancelling may delete your data straight away.
- Export first
- No notice
- Re-add
Download your data
- 1Sign in as an Admin user
- 2Open Customers
- 3Open Tools and choose Export
- 4Open the file and check your details are there
- 1Open the Bookings Report
- 2Widen the dates, past and future
- 3Click Go
- 4Open Tools and choose Export to Excel
- 1Open Reports then Payment Report and set your dates
- 2Click Go, then Tools and Export to Excel
- 3Repeat for Deposits, Outstanding Payments and Subscriptions
Invoices open one at a time from the Payment Report, and Revelation describes no bulk download of them. If you sent invoices to QuickBooks or Xero from Revelation, keep those copies in your accounts package as well.
- 1Open the Vaccine Expiry Report, set your dates and export it
- 2Open the Feeding & Medical Report and export it
- 3Download each dog's vaccination document from the customer's account
Before you cancel Revelation
The Waiting List Report is the one report Revelation lists as not exportable, so write it down before you cancel.
- 1Open each owner's profile and go to Daycare Credits
- 2Cancel each recurring credit pack subscription
- 1Press the Remove x in the SMS section
- 2Open Account Settings, Your Account, Your Subscription
- 3Press Cancel My Subscription
No download, so keep your own copy
- Uploaded filesVaccination documents too
- Waiting listNot exportable. Write it down
- Activity photosOn each pet's page, with comments
- Email historyOnly the Booking Changes log on each booking
Good to know
Notice and cancelling
Revelation Pets has no minimum term and no notice period. You cancel inside the system, under Account Settings, Your Account, Your Subscription.
Revelation's terms say emailing or phoning will not automatically cancel your subscription. Cancelling takes effect straight away, and there are no refunds or credits for part months. SMS reminders are cancelled separately.
What happens to cards and credit packs
Card payments in Revelation go through Rev Pets Payments, which is built on Stripe. Revelation says that even if you already have a Stripe account, you apply for a separate Rev Pets Payments account. Each owner's saved cards sit in Cards on File on their profile.
Recurring daycare credit pack subscriptions charge an owner's card on file. Revelation's public pages do not say what happens to saved cards or live subscriptions when a business leaves, so cancel the subscriptions yourself and plan for owners adding their card again.
What happens to your data after you cancel
Revelation's terms say cancelling may immediately delete data stored for your account, and that it cannot be recovered once your account is cancelled. The same terms also say Revelation stores client records for up to two years, and the page does not explain how those two lines fit together.
Assume the day you cancel is the last day you can export, and take everything first.
We move you over
Bring your Revelation customers into Genera
We built Genera to look after Duncan's Dog Co, our licensed daycare in Surrey. When a daycare or boarder comes to us from Revelation, this is how the move works.
- 1You upload your Revelation 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. You can download a template that shows the columns, so nobody has to type every dog in again.
- 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.
- 3You keep Revelation going for a month.It has no notice period, so take the same bookings in both and cancel once you are happy and have your exports. The 30 day free trial has every feature switched on, with no card to start.
- 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.
- 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.
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
QDoes the Revelation Pets export include bookings?
QIs there a notice period to leave Revelation Pets?
QCan I export my data after I cancel?
QWho owns my data in Revelation Pets?
QCan I move my owners' saved cards?
Sources
- Revelation Pets help centre: Can I export my customer data?
- Revelation Pets help centre: Guide to reports in Revelation Pets
- Revelation Pets help centre: Managing tax and VAT rates
- Revelation Pets help centre: Managing vaccinations
- Revelation Pets help centre: Daycare credits and recurring daycare credit pack subscriptions
- Revelation Pets help centre: Am I locked into a contract?
- Revelation Pets help centre: How do I cancel my subscription?
- Revelation Pets help centre: How do I cancel my SMS reminder subscription?
- Revelation Pets help centre: Rev Pets Payments overview
- Revelation Pets terms
- Revelation Pets privacy notice
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.
Moving from another system?