Connecting to Zenoti
Overview
Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry. You can use Skypoint built-in connector for importing data from Zenoti. Skypoint's Modern Data Stack Platform collects, analyzes, and provides a solution to transform data into meaningful information for generating valuable insights.
Prerequisite
You will need the following details to allow Skypoint access to your Zenoti account:
- API Key
- URL
To add Zenoti connector
Follow the below steps to create a new dataflow for the Zenoti import connector:
- Go to Dataflow > Imports.
- Click New dataflow.
The Set dataflow name page appears.
- In the Set dataflow name page, type Dataflow name in the Name text area.
- Click Next.
The Choose connector page appears.
To choose Zenoti connector
- In the Choose connector page, select Zenoti connector.
Note
You can use the Search feature too to find the connector. Also, the Zenoti connector can be found under Marketing category.
The Set dataflow name page for Zenoti appears.
- Enter Display Name for your dataflow in the text area.
- Enter Description for your dataflow in the text area.
- Click Next.
To configure Zenoti
Follow the below steps to configure the connection to Zenoti:
- Select FirstDate to specify the date after which the data for appointments, collections, and sales will be retrieved.
- Enter your credentials such as API Key, and URL to configure with Zenoti.
- Click Connect.
The Table Details columns appear.
- Enter the Table Details to process the data.
| Item | Description |
|---|---|
| Purpose | Option to assign a purpose (Data or Metadata) for each table. |
Data | Loads customer data. |
Metadata | Loads Metadata. |
| Name | Displays the name of the file that you imported. |
| Table Name | Displays the imported table name. |
- Click Save.
Run, edit, and delete the imported data
Once you save the connector, the Zenoti connector gets displayed in the list of tables created in the Dataflow page.
| Item | Description |
|---|---|
| Name | Displays the name of the imported Dataflow. |
| Type | Displays connector type symbol. |
| Status | Indicates whether the data is imported successfully. |
| Tables Count | Displays the number of tables. |
| Created Date | Displays date of creation. |
| Last refresh type | Displays the refresh value. You can see the value is Full or Incremental after the last refresh of data. |
| Updated Date | Displays last modified date. |
| Last Refresh | Displays the latest refresh date. This date will get updated whenever you refresh the data. |
| Group by | Option to view the items in a specific Group (For example, name, type, status). |
- Select the horizontal ellipsis in the Actions column and do the following:
| If you want to | Then |
|---|---|
| Modify the Dataflow | Select Edit and modify the Dataflow. Click Save to apply your changes. |
| Execute the Dataflow | Select Run. |
| Bring the data to its previous state | Select Rollback. |
| Delete the Dataflow | Select Remove and then click the Delete button. All tables in the data source get deleted. |
| See the run history of the Dataflow | Select Run history. |
Next step
After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.