If you're moving over to Cliniko from a different practice management system, we want to make it as easy as possible for you to get up and running, and that includes getting your data into Cliniko. Here we'll take you through the two ways of getting your data into Cliniko.
Data transfer service
If you are coming from one of the below list of systems, we can offer to perform a managed data transfer for you. This service is able to transfer a much more comprehensive amount of data from other systems than the import tools can. We do not charge for this service, but you'll need to book it in advance. Click the relevant link for all the info and details you'll need, including the link to book your transfer:
Data import tools
If your software is not listed above, you can still use Cliniko's import tools. If you can get information from your current system into a CSV-spreadsheet format, you can then use Cliniko's import tools to import select types of that data into Cliniko. This can be done at any time - no need to book a date!
Below, we've created some guides that will help to walk you through the steps for getting information from specific systems:
What can I import?
Here are the types of data that you can manually import using Cliniko's import tools, and the instructions for how to get it done:
All imports require a CSV spreadsheet file (short for Comma Separated Values; this is a fairly common format of spreadsheet). The order of information in the spreadsheet doesn't matter, but you'll need to have headings on each column so you can match up the data. If your columns don't have headings, feel free to add a row and type "First Name", "Email Address", and whatever else you like at the top of each column. An example of a CSV file would look something like this:
Many systems will export to an Excel file. You can easily convert an Excel file to a CSV by opening it in Excel, then selecting "Save as..." and choosing the file type ".csv".
What can't I import?
You won't be able to directly import treatment notes, appointments, or invoices. However, if you have separate files for treatment notes, you can quickly drag and drop files into your patients' profiles to keep the previous patient history as a file attachment.
If your software isn't listed here, feel free to contact us to see if it's something we can help with. We are constantly expanding our data transfer service to include more and more commonly used systems!
If you have any questions at all, we are easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us!