Importing from Aesthetic Record
Disclaimer: We have created this guide through our experience with our customers importing from different software providers. If you have any difficulty while retrieving your data, it is best to reach out directly to your current software provider for assistance.
Exporting your Data from Aesthetic Record
Client List
To ensure a smooth transition, export your patient list from Aesthetic Record with as much demographic detail as possible. You can take a look at the guide from there on Exporting Your Patient List to an Excel file.
Navigate to the Clients Tab – Locate this in the top navigation bar.
Select Fields to Display – Click the “+” button and choose all relevant fields to include in your export. The more details, the better!
Access Import/Export Options – Click on Import/Export in the menu.
Export to Excel – Select Export to Excel to generate your patient list file.
Important: Before exporting, ensure you’ve selected as many demographic details as possible by using the “+” button. Please make sure you include the Client ID. This will help us import complete patient profiles into the system.
Retail Products
To export your Retail/Inventory, head into Inventory > Options > Download CSV. Here is a link to Aesthetic Record’s guide on Exporting Your Inventory
Services
To export your Services, head to Appointments > click the Wrench Icon > click Smart Configuration > click Services > click Download Excel/CSV. Here is a link to Aesthetic Record’s guide on Managing Services.
Gift Cards
Business Insights > Sales > Payments and Liabilities > eGift Card Revenue
Then select the Locations & Date Range
Download Excel
Retail/Service History
Navigate to https://app.aestheticrecord.com/sales/invoices
You can utilize the Sales Export to view the detailed breakdown of each individual invoice to be used for payouts, reporting, etc.
On the web, begin by selecting the "Sales" tab across the top.
Select the date range you want to export.
Then, on the right, select the drop down and export to Excel or CSV.
Here is a link to Aesthetic Record’s guide on Exporting Sales Invoices.
Future Appointments
Navigate to Appointments – Click on the Appointments tab in the top navigation bar.
Set the Date Range – Choose a range that includes all the future appointment records you need.
Apply Filters – Use the Filter By options (e.g., Booked, Confirmed, Checked In, Cancelled). To ensure you capture all appointment data, select All.
Run the Report – Generate the report based on your selected criteria.
Download the File – Click Download to Excel to export your appointment data.
To learn more about what we can import and how to prepare your data, check out this article.