Exporting data from Mac Contacts
If you've been keeping a list of all your patients' contact details on your shiny rose gold MacBook 💻, you can export them, and then import them right into Cliniko! Here's how to get started with that.
First, open the Numbers app.
Launch the Numbers app on your computer:
From Numbers, add a new document:
Select Blank, and then press the Choose button:
This is the first part of the process. You'll now have a blank spreadsheet that looks something like this:
On to the next step!
Next, get your contacts.
Launch the Contacts app on your computer:
From your list of contacts, find your patients:
At this point, you'll have to manually "drag and drop" each patient into the spreadsheet we'd opened earlier. Here's a video of the process:
When it's all done, you'll have a list of your contacts in the spreadsheet:
Now, head to File → Export to CSV:
Make sure that the text encoding is set to Unicode (UTF-8). This ensures compatibility with Cliniko:
Select Next, then give it a name. Press Export:
This should export the file to the downloads directory on your computer! Now you can take that file and import it into Cliniko.