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's built-in connector for importing data from Zenoti. SkyPoint 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:

  1. Go to Dataflow > Imports.
  2. Click New dataflow.

The Set dataflow name page appears.

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  1. In the Set dataflow name page, type Dataflow name in the Name text area.
  2. Click Next.

The Choose connector page appears.

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To choose Zenoti connector

  1. 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.

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  1. Enter Display Name for your dataflow in the text area.
  2. Enter Description for your dataflow in the text area.
  3. Click Next.

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To configure Zenoti

Follow the below steps to configure the connection to Zenoti:

  1. Select FirstDate to specify the date after which the data for appointments, collections, and sales will be retrieved.
  2. Enter your credentials such as API Key, and URL to configure with Zenoti.
  3. Click Connect.

The Table Details columns appear.

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  1. 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.
  1. 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.

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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.