Salon Iris

We are currently experiencing increased error rates due to Amazon servers impacting our online services. These errors may cause issues with our Cloud services hosted in Amazon. Technicians are currently working to resolve these issues as fast as possible and expect all services to be restored shortly. We apologize for the inconvenience and thank you for your patience!

Notice: Due to in office events on Tuesday, October 17th, we will be closing our phone lines between 5pm and 7pm Eastern Standard time. If you are in need of immediate technical assistance during that time, please leave us a voice mail and a technician will return your call after 7pm Eastern Standard time Tuesday evening. Alternatively, you can email us at support@daysmart.com. We apologize for the inconvenience and thank you for your patience!

System Maintenance is scheduled between Sunday night, September 17th, 9:00 pm EST and Monday morning, September 18th, 12:00 am EST. Customers may experience a brief interruption in our Cloud, Remote Access, Online Booking, and other online services during this time frame. We don't expect any long outages and all services should be restored quickly. We apologize for any inconvenience this may cause and thank you for your service and patience.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Importing Overview

These instructions will show you how to format data and database tables from another program, such as another database program or Microsoft Excel, properly to be imported into your Cloud software. A separate file is required for each list of information that can be imported. At minimum, each of the following fields from the list below must be present for a new record to be created successfully in a table:
  • ID (will vary depending on the table, i.e. ClientID for Clients, EmployeeID for Employees)
  • FirstName
  • LastName
  • Name (for Suppliers)
The following information types can be imported:
  • Clients
  • Client Notes
  • Products
  • Services
  • Employees
The database table fields are indicated by the Column in Database in each of the tables below. The software will only import a tab delimited or CSV text file. If you are using a spreadsheet or database program for creating your files for importing, make sure to save a copy of each file as a Text (tab delimited) file and use this for importing. We recommend naming each file you create the same as the data type you will be importing.

Importing Your Files
  1. Log into your account at your software's online website.
  2. Select the Options button.
  3. Click Support then Import My Data on the left.
  4. Select the badge icon for the data type you would like to import.
  5. Select the desired option for handling duplicate entries.
  6. Click Import [Data Type Name].
  7. Select the file you created or exported from another database program.
  8. Match the column names in your uploaded file with the corresponding fields to be created in your software database. It's possible your file contains names that are different from what will be created. (This is okay! All you have to do is choose the ones that correspond. See the next section with detailed descriptions for assistance.)
  9. Click Continue Importing.
  10. Repeat steps 4-9 until all data types are imported.

​Data Type Formatting Tables

​Clients
Column in Database Description Type Example
Address Address Text 123 Anystreet
Address2 Second line of address Text Apt. 201
CellPhone Cell phone number Text (555) 555-1212
City City Text Anytown
Class Class or category. Short phrase describing the type of service the client frequents Text Tan
ClientHistory Notes or other history Text Use color formula #123. Let set extra 5 min.
ClientID ID number for the client Number 1000
Comment General client comment Text Has two children
DateCreated Date client's record was created Text 2/24/1997
DOB Date of birth Date 2/1/1975
DoNotSendMarketingEmail Client's preference for e-mail marketing Text (TRUE for yes, FALSE for no) False
E-Mail E-mail address Text mary@email.com
FirstEmployeeID ID of the first employee to provide service to the client Number 100
FirstEmployeeName Name of the first employee to provide service to the client Text Bill Rogers
FirstName First Name Text Mary
FirstVisit Date of first visit Date 3/4/1997
HomePhone Home phone number Text (555) 555-1212
Inactive Is the client inactive? Text (TRUE for yes, FALSE for no) False
LastName Last Name Text Smith
LastEmployeeID ID of the last employee to provide service to the client Number 101
LastEmployeeName Name of the last employee to provide service to the client Text Jenny Johnson
LastVisit Date of last visit Date 10/5/2011
Occupation Client's occupation Text Teacher
Referral Client's referral type Text Newspaper
SendAppointmentNotificationEmail Does client want e-mail reminders? Text (TRUE for yes, FALSE for no) TRUE
SendAppointmentNotificationSMS Does client want text reminders? Text (TRUE for yes, FALSE for no) TRUE
State State Text California
TotalSpent Total amount spent by client Number 475.50
TotalVisits Total number of visits Number 17
WorkPhone Work phone number Text (555) 555-1212
Zip Zip or postal code Text 12345-6789

Client Notes
Column in Database Description Type Example
Category Category Text Formula History
ClientID Client's ID number Text 3261
DateCreated Date note was created Text 3/4/1997
FirstName Client's first name Text Jim
LastName Client's last name Text Brancheau
Note Text body of note Text Use Lilac Shampoo. Color #637.

Products
Column in Database Description Type Example
Backbar Backbar items are used in-house to support services. Text (TRUE or FALSE) TRUE
Category Category Text Shampoo
Favorite Indicates if item should appear in Favorites List Text (TRUE or FALSE) TRUE
ID Product ID or SKU number. The ID must be unique Text Sham100
Inactive Is the product inactive? Text (TRUE or FALSE) FALSE
Make Make, usually the item's brand name Text Great's Shampoo
Name Description or name of product Text Lilac Shampoo
Retail Retail Price Number 8.99
Size Size Text 12 oz
StockCount Current stock quantity Number 4
Supplier Supplier of the product Text My Supplier
Tax1 Indicates if tax1 should be applied to product sales Text (TRUE or FALSE) TRUE
Tax2 Indicates if tax2 should be applied to product sales Text (TRUE or FALSE) FALSE
Wholesale Wholesale Price Number 4.50

Services
Column in Database Description Type Example
Category Category Text Hair Styling
Dur Service duration (length of time) Number 45
DurProcess Process duration (length of time) Number 30
DurFinish Finish duration (length of time) Number 15
Favorite Indicates if item should appear in Favorites List Text (TRUE or FALSE) TRUE
ID ID Text Color
Inactive Is the service inactive? Text (TRUE or FALSE) FALSE
Name Description Text Color Service
Price Price Number 45
RequiresProcess Does the service require processing time? Text (TRUE or FALSE) TRUE
Tax1 Indicates if tax1 should be applied to service sales Text (TRUE or FALSE) FALSE
Tax2 Indicates if tax2 should be applied to service sales Text (TRUE or FALSE) FALSE

Employees
Column in Database Description Type Example
ABName Name shown on Appointment Book Text Rita
Active Is the employee actively employed? Text (TRUE or FALSE) TRUE
Address Address Text 100 Park St
Address2 Second line of address Text Apt. 100
Category Employee category Text Hair Stylist
CellPhone Cell phone number Text (555) 555-1212
City City Text Middleville
DOB Date of birth Date 5/10/1975
DOH Date of hire Date 2/7/2002
Email E-mail address Text rita@email.com
EmployeeID ID Number Number 1000
FirstName First Name Text Rita
HomePhone Home phone number Text (555) 555-1212
Independent Is the employee an independent contractor? Text (TRUE or FALSE) FALSE
LastName Last Name Text Doe
Phone Phone Number Text (555) 555-1212
SendAppointmentNotificationEmail Send e-mail apt. notifications? Text (TRUE or FALSE) TRUE
SendAppointmentNotificationSMS Send SMS apt. notifications? Text (TRUE or FALSE) TRUE
State State Text FL
XAuthKey XWeb authorization key Text 912wefw96w51edf3145fwf8
XTerminalID XWeb terminal ID number Text 89161891
XWebID XWeb ID number Text 496065191991695
ZIP ZIP or postal code Number 44444

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