Migrating Client, Pet, and Vaccine Records When Switching From Gingr


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Migrating from Gingr to PocketSuite starts with exporting a business’s client list, email campaign templates, and email history log from Gingr as CSV files and sending them to PocketSuite’s imports team, who upload that data directly into the new account.

PocketSuite powers 7,000+ service businesses, including 1,000+ pet service businesses, whose clients have collectively processed nearly $1 billion in income and scheduled over 9.2 million appointments.

That CSV export and import path is a real, documented transfer process built specifically for a business leaving Gingr, and it gives a boarding or daycare business a clear starting point for bringing over client records before building out pet profiles and vaccine tracking inside PocketSuite.

For a business that wants extra hands on the switch, PocketSuite’s own transfer documentation also lays out paid options that speed the process along and add ongoing support once the move is complete.

For a boarding or daycare business that has spent years building up its client list, that kind of documented, supported transfer path matters more than a generic import tool, since it was built specifically around the way client and communication data is structured on the way out of Gingr.

Exporting Client Data From Gingr Starts The Transfer

The documented path out of Gingr begins with a business exporting its own data as CSV files, specifically its client list, its email campaign templates, and its email history log. Those files get sent to PocketSuite’s imports team, who take it from there and upload the data into the new PocketSuite account.

This is a real, assisted import rather than an automatic one-click sync, which means a person on PocketSuite’s side is actually handling the upload alongside the business, not leaving a business to map fields and troubleshoot a transfer entirely on its own.

Having a real team receive and upload the exported files also means a business isn’t guessing at how a Gingr export maps into a new system’s fields. The imports team handles that mapping directly, which keeps a client list intact and organized on arrival rather than landing as a raw, unsorted spreadsheet a business then has to clean up itself.

That kind of guided handoff also means a business doesn’t need a dedicated data or IT person on staff to pull off the switch. The exact same process works whether a business runs one boarding location or several, since it’s the imports team doing the upload work either way, not a self-service tool a business has to configure on its own, learn, and troubleshoot without support.

A business that has been putting off a switch specifically because it worried about losing years of client history now has a real, named process to point to instead of an open question, which tends to be exactly what turns hesitation about switching software into an actual decision to move forward.

Once that decision is made, the rest of the setup happens directly inside PocketSuite on the same client base that just arrived from Gingr, with pet profiles and vaccine tracking built out right alongside the package configuration a business already relies on.

Email Campaign Templates And History Move Over Too

Beyond the client list itself, the same documented process covers a business’s email campaign templates and its email history log from Gingr. That means the messaging work a business already put into its email templates, along with the record of what was actually sent to clients in the past, comes along in the same export and import rather than getting left behind on the old platform.

Bringing that history over gives a business continuity with its client relationships from day one on PocketSuite, rather than starting its communication history over from a blank slate the moment the migration finishes. Once that data lands, vaccine files and care documents for each pet get uploaded through Document Collection, PocketSuite’s file-upload tool, rather than staying scattered across whatever format Gingr exported them in.

Pet Profiles And Vaccine Records Get Built On The PocketSuite Side

Once a client’s information lands in PocketSuite, each of their pets gets its own nested record through Sub-accounts, PocketSuite’s client and pet profile structure. That nested pet profile is where vaccine files and care notes live going forward, tied directly to the right client and the right pet rather than sitting in a separate spreadsheet.

From there, custom file-upload fields let a business collect and track vaccination records complete with expiration dates. A client can be prompted to update a record that’s about to expire, either by text or right during a transaction, and staff can filter documents on a dashboard by status to see at a glance which pets are current and which need an updated file.

Because each pet’s record sits nested under its own client through Sub-accounts, staff notes, vaccine files, and booking history for that specific pet stay together in one place going forward, which makes it easy to pull up a complete picture of a pet the moment they arrive for their next stay.

I like the simplicity of PocketSuite in comparison to DaySmart. DaySmart had a lot of Dropbox and options, it had a lot of stuff, and it was just used for a grooming salon. But I do like the simplistic features of PocketSuite. For me, it’s really easy. PocketSuite creates my entire schedule for all of my clients. It’s gonna handle their billing, it’s gonna handle their paperwork.

Terra Ruiz, owner, Wholistic Canine

Paid Options Speed Up A Full Migration

PocketSuite’s own transfer documentation lays out a paid option for a business that wants extra support during a switch: White-Glove Service, which pairs data import with setup and ongoing support. Both come directly from PocketSuite’s White-Glove Onboarding.

PocketSuite’s own onboarding data shows that businesses moving onto the platform see, on average, a 30% increase in income in their first few months, which is exactly the kind of return a business switching software wants to see from the time it invests in a clean migration.

White-Glove Support Continues Past The Initial Migration

White-Glove Service isn’t limited to the day the data lands. It pairs the import itself with setup help and ongoing support, so a business that’s still learning where its client records, pet profiles, and vaccine files live inside PocketSuite has someone to turn to well past the first week after switching.

That ongoing layer of support matters especially for a boarding or daycare business juggling a live client base during the switch, since there’s no pause in bookings while the migration happens, and every question that comes up along the way gets an answer without the business having to figure it out alone.

Boarding Businesses Are Actively Switching Software Right Now

According to the 2026 Pet Boarding, Daycare & Resort Industry Benchmarking Report (International Boarding and Pet Services Association, The Dog Gurus, PocketSuite, and Researchscape International, 2026), 60% of pet boarding, daycare, and resort businesses grew their year-over-year revenue. That kind of growth is exactly why so many boarding businesses are investing in better systems right now, including switching the software that runs their day-to-day operations.

A business weighing that kind of switch right now doesn’t have to choose between keeping its current client relationships intact and moving to a system built specifically for boarding and daycare operations. The documented Gingr transfer path, paired with White-Glove Service for a business that wants it, is built to carry both across at the same time.

Choosing to migrate now, ahead of a business’s busiest booking season, also gives staff time to get comfortable with pet profiles, vaccine tracking, and package setup on PocketSuite before the client volume that season typically brings, rather than learning a new system while also managing a full house of boarding and daycare guests.

A business built on PocketSuite’s Pet Resort Edition gets scheduling, packages, payments, and client and pet records living in one place from the day the migration finishes, which is what makes the switch worth the up-front work of moving data over.

Can client, pet, and vaccine records be migrated when switching from Gingr to PocketSuite?

Yes, a business can export its client list, email campaign templates, and email history log from Gingr as CSV files and send them to PocketSuite’s imports team, who upload that data into the new account, and pet profiles with vaccine tracking get built out on the PocketSuite side once client data is in place.

Where do vaccine records live once a business finishes its PocketSuite migration?

Vaccine records live inside each pet’s own nested profile under Sub-accounts, using custom file-upload fields that track expiration dates and let staff filter documents on a dashboard by status, alongside any care notes for that pet.

Are there paid options to speed up a Gingr to PocketSuite migration?

Yes, PocketSuite offers White-Glove Service, which pairs data import with setup and ongoing support for a business that wants extra help through and after the switch.

How much does income typically change after a business fully migrates onto PocketSuite?

PocketSuite’s own onboarding data shows that fully onboarded pros see, on average, a 30% increase in income after completing their migration and setup, on top of moving to a system built specifically for boarding and daycare operations.