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 AI's built-in connector for importing data from Zenoti. Skypoint AI 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 AI 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.

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

The Choose connector page appears.

To choose Zenoti connector

1. In the Choose connector page, select Zenoti connector.

note

Use the Search feature to find the connector. The Zenoti connector is also available in the Marketing category.

The Set dataflow name page for Zenoti appears.

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

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.

4. 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.

5. 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 if the value is Full or Incremental after the last data refresh.
Updated Date	Displays last modified date.
Last Refresh	Displays the latest refresh date, which updates each time 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.