Exporting data from Outlook 2007
If you've been using Outlook 2007 to store patients, you can move them into Cliniko! Here's how to do it.
First, export your contacts.
Log into Outlook. Once you're logged in, click on File → Import and Export:
Click Export to a file, then Next:
Click Comma Separated Values (Windows), and then Next:
Select Contacts, and then click Next:
Give it a name, and click Next:
Finally, click Finish:
This should export the file to the downloads directory on your computer! There's one more step after this.
Save your data as a CSV file.
Once you've exported the file to Excel, you'll need to save it as a CSV file (which is the type of file Cliniko requires). When in Excel, you can go to File → Save As, and select CSV as the file type.
Once that's finished, you can follow the steps for importing it into Cliniko!
Using a different version of Outlook? We have some guides on how to export contacts from Outlook 2010 and Outlook 2011, as well!
Unfortunately, beyond this guide, Cliniko cannot help with this initial step of getting the data. Once you have it, we can help with importing it, but we won't be able to get the data from Outlook for you.