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Buddy Intake

Video walkthrough: Watch on Loom (link coming soon)
Buddy Intake takes the paperwork piling up on your desk, like registration papers, health test results, vet records, and pedigree charts, and files it for you. Drop in a PDF, a photo, or a spreadsheet. Buddy reads it, works out which dog it belongs to, and shows you exactly what it plans to add before anything is saved.

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What You Can Do Here

  • Upload PDFs, photos of paperwork, and spreadsheets, up to 5 files at a time
  • Have Buddy file documents onto the right dog and fill in missing details like microchip and registration numbers
  • Turn DNA and health test reports (Embark, Paw Print Genetics, Wisdom Panel, OFA, and others) into genetics and health records you can review
  • Turn a pedigree chart into a family tree in your account
  • Bring in a whole list of animals at once from a litter record, puppy list, or roster
  • Review, edit, or skip every step before you approve it
  • Undo a whole import with one click

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How It Works

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Uploading Your Files

  1. Click Buddy Intake in the left menu, under Tools & Analytics.
  2. Drag your files into the dashed box in the middle of the page. Or click Choose files and pick them from your computer. You can add up to 5 files at a time.
  3. Buddy shows its progress while it reads your files. Most files take under a minute. Big scans can take a few minutes.
  4. When Buddy is done, the review screen opens on its own.
You can also drop a file straight onto Buddy’s chat on your Dashboard, or use the Import with Buddy button on a dog’s profile. That button files everything straight to that dog.

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Reviewing What Buddy Found

The review screen shows everything Buddy plans to do, as a list of steps. For example: “add a health record,” “fill in Maya’s microchip,” or “attach the document to Luna.”
  1. Answer Buddy’s questions first. If Buddy isn’t sure about something, it asks at the top under Buddy needs a few answers first. Answer each one and click Save, or click Skip this step.
  2. Look over each step. To change a step, click the small down-arrow on the right side of that step (Edit details), make your changes, and click Save changes.
  3. Skip anything you don’t want. Click Skip on that step. Click Unskip if you change your mind.
  4. Read any warnings. If a document looks like it belongs to a different dog than the one you picked, Buddy warns you here.
  5. Click Approve & Import at the bottom. Buddy shows Importing… while it works. When it finishes, the import is marked Imported.
Nothing is saved to your account until you click Approve & Import. If you’d rather not import it at all, click Discard.

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Undoing an Import

  1. On the Buddy Intake page, find the import under Recent imports and click it.
  2. Click Undo this import and confirm.
  3. Everything that import created or changed is reversed, and the import is marked Undone.

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Finding an Import Again

Every import is listed under Recent imports on the Buddy Intake page, with its status and the date. Click one to review it, finish it, or undo it. Imports you start from Buddy’s chat also have a Review & import button right in the conversation.

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What Buddy Can Read

File types: PDF, JPG, PNG, WEBP, HEIC (iPhone photos), Excel (.xlsx), CSV, TSV, and plain text (.txt). Documents Buddy recognizes include:
  • AKC and other registration certificates
  • DNA reports (Embark, Paw Print Genetics, Wisdom Panel) and health test results (OFA, PennHIP, CAER, genetic panels)
  • Vaccine certificates and vet records
  • Microchip certificates
  • Pedigree charts
  • Litter records, puppy lists, and rosters with several animals
  • Contracts, invoices, and receipts
  • Spreadsheets in your own format (no template needed)
For a very long list of animals, a spreadsheet (Excel or CSV) works best. For more on moving a whole program into BreederBuddy, see Importing & Exporting Your Data.

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Key Terms

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Tips & Common Questions

It’s Buddy Intake for one dog. Click Import with Buddy at the top of the dog’s profile and drop in that dog’s paperwork (vet records, OFA results, Embark, Paw Print Genetics or Wisdom Panel reports, pedigree photos). Buddy reads the files and suggests updates to that dog only. Nothing is saved until you review and approve it, and the files are also kept on the dog as attachments. On the Dogs page, Import with Buddy in the cloud-icon menu does the same for a whole spreadsheet or file of dogs.
No. Buddy only fills in blanks on your existing records. It never replaces something you’ve already entered.
Your plan includes a set number of Buddy imports each month. The badge in the top right of the Buddy Intake page shows how many you have left, like “2 / 3 left this month,” and the count resets each month. If you run out and still have records to bring in, click Chat with support on that page and our team will import them for you.
Nothing is lost. Open the import and click Fix and retry. The steps that already ran stay done. Fix or skip the step that stopped, then click Approve & Import to finish the rest. You can also click Undo this import to reverse the part that ran.
Buddy recognizes records it has already added, so re-importing the same document won’t create doubles.
Buddy Intake is part of your BreederBuddy plan. Click Choose a plan on that screen, or go to Settings → Subscription, to start one. See Subscription & Billing.
Yes. When you ask Buddy to read a file in the chat, tell it what’s in there, like “these are four female puppies.” Buddy uses what you say to read the file properly.

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Still Have Questions?

We’re here to help. If something isn’t working the way you expect, or you’d like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen. Thank you.