Step 1
Log into your Rosy / Salon Runner account
Step 2
Click on Reports in the top menu
Step 3
Scroll down to the General section and click on Clients
Step 4
Select Export, choose format XLSX or CSV, give the file a name, then click the I can wait for it button
Step 5
You will be sent the file in an email once it is ready or you can find it at any time by clicking on Saved Reports
Step 6
From the Saved Reports section, you can download the file to your computer (so that you can import it to Referrizer)
Note
Files from Rosy typically have some header information. We recommend removing this info before attempting to import to Referrizer. Here is a quick demonstration:
