If you're switching to Cliniko from Coreplus, then here are the details you’ll need in order to transfer your data into your Cliniko account!
Please note that this data transfer service is a process that we will work on with you—not something that you'll need to do yourself. Please don't import spreadsheets or manually add any information into your Cliniko account before the transfer, as duplication will result when your data comes across from Coreplus.
The very first step is booking your transfer date! We sometimes book months in advance, so we strongly recommend you book as soon as you can to avoid further delays:
Once you've done that, please read through the guide below. It's important to review each section thoroughly, as it outlines your role in the transfer, and what we do for you.
The guide is broken into the following sections:
Getting familiar with Cliniko
For a smooth transition, please ensure that your team has had an opportunity to play around with Cliniko and are familiar with it. The trial is unrestricted, so all features are available to set up and become familiar with. You can change your subscription level as required while trialing, which will let you add more practitioners!
In case it's useful, these training guides might come in handy:
All of our support articles and guides can be found on our help site, too! You can quickly search for anything you’d like help with right here.
All users are encouraged to contact our support team with any questions. We're easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us! If you'd prefer email, you can reach us at support@cliniko.com.
Exporting data from Coreplus
To obtain the data to import into Cliniko, you’ll need to export a backup directly from your Coreplus account using their export feature. You can find instructions on exporting from Coreplus on their help site. Please ensure that you select all checkboxes under Client Data and Organisational Data. Once your backup has completed, you should receive a text message from Coreplus which includes your backup’s password. Keep this handy, as we’ll need it!
Note that any data entered into Coreplus after this export will not be transferred to Cliniko, as it won't be included in the exported data. This data will need to be noted and manually entered into Cliniko after the transfer has been completed.
Your Coreplus export may be very large, depending on your volume of patients, files, treatment notes, and so on. We won't be able to transfer any data into your Cliniko account until you've shared the Coreplus export with us.
Once you have your exported data, please upload it to your preferred cloud storage service (Microsoft OneDrive, Google Drive, Dropbox, etc), and share with us from there. Share with jim@cliniko.com, as Jim will be performing your transfer on the day.
At a minimum, please perform your export and upload it to your chosen storage option the day before your scheduled transfer, so that we have time to download your exported database. It's important to have all these steps completed prior to the transfer, as we still require time on the day of transfer to load and prepare your data in our system to then be written into your Cliniko account.
🚨 IMPORTANT: If you have more than 10 years or 10,000 patients of data to transfer, please let us know. This is absolutely fine, but the transfer may take more than a day, and extra allowances will need to be made for this volume of data.
Setting up Cliniko
There's a bit of setup required in Cliniko prior to the transfer. These are things that we can't necessarily determine or transfer from Coreplus, or settings that are specific to Cliniko.
Please ensure the following things are set up as soon as possible:
All required users and practitioners are created,
All sites/locations of your business are set up as Cliniko business locations,
Your time zones have been set correctly (to ensure that appointments get transferred to the right spots), and
Mobile phone numbers have been added to the admin user's account so that we can authenticate prior to transfer.
Other items that are not required prior to transfer, but are not transferred and will need to be set up manually are:
All treatment note templates are created,
All letter templates are created.
Past practitioners
Note that when we transfer appointments, we will need a practitioner assigned to the appointment. This is a little complicated for instances where the practitioner is no longer with you and therefore not in Cliniko. In these cases, please let us know whether you would prefer to assign the appointments to:
A generic ‘Former practitioner’ that you create in Cliniko,
Another active practitioner in Cliniko, or
Exclude them entirely.
Alternatively, you may create all your specific members of staff (past and present) in Cliniko, and we’ll assign all appointments correctly. You can set those former practitioners as inactive, as your Cliniko subscription price is based on the total number of active practitioners.
File attachments
Finally, Cliniko limits the volume of patient attachments in trial accounts. To remove this limit, please add your billing details into your account. Your free trial will continue until completion, and your credit card will not be charged until your trial period has expired.
You can quickly search for and find our guides and help articles to assist you with the setup process on our help site, here.
If you'd like any assistance with getting set up, feel free to contact us! Even if you just have a quick question that you’d like an answer for, we are easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us! You can also click the chat "bubble" at the bottom right corner of this page.
What do we transfer?
Note that no data is removed from Coreplus in the transfer process. Data is copied to your Cliniko account. The types of data that are transferred are not customisable.
Transfer to Cliniko will include the following from your Coreplus export, and will appear as described in Cliniko:
Clients
Case notes and draft notes (treatment notes in Cliniko)
Referrers (contacts in Cliniko)
Services (appointment types in Cliniko)
Products
Appointments
Blockouts (unavailable blocks in Cliniko)
File uploads and referral files (client files in Cliniko)
Transfers can take anywhere from a few hours to a day, depending on the volume of data being transferred.
Once we’ve finished transfer, you will need to review your appointment types within Cliniko and finish setting them up (assign practitioners to them, assign colours, relate billable items and treatment note templates, assign reminder and confirmation templates).
Prior to the data transfer, please avoid creating or performing any data imports for:
Patients
Products
Contacts
Appointment types
Billable items
We will import all of these as part of the Coreplus transfer. If that data is already in Cliniko, it will be duplicated.
What don’t we transfer?
Unfortunately, all financial details are excluded from transfer. There is not a way to import financial data into Cliniko. This includes:
Invoices
Payments
Credits
Account statements
Appointment invoice/payment statuses
If you'd like to record prior payment history or outstanding debts in Cliniko, you can create an opening balance for those patients. This is not considered revenue and will not affect Cliniko's reporting.
In addition, the following items are not transferrable and must be set up manually where needed:
Users and practitioners, practitioner reference numbers
Businesses locations and settings
Expenses and stock sales
3rd party app integrations
Communication records
Waitlist data
Existing reports
Letters and letter templates
Patient forms and form templates
Communication templates (email and SMS)
Accessing your Cliniko account
In order to access your new Cliniko account and write your data to it, we’ll need your Cliniko URL and an API key, as well as the password to access your Coreplus backup. When you book a transfer date, you'll be sent a confirmation email which includes a link to a secure electronic form. This form is where this information is collected from you. If you miss the confirmation email, another link to the same form will be sent in a reminder email closer to your transfer date. Please let us know if you do not receive these emails.
Cliniko URL
Your URL can be found in your browser address bar when you're logged in to Cliniko, and will look something like https://your-clinic.au2.cliniko.com. This is required so that we may be sure we’re transferring data to the correct account.
Cliniko API key
Please log in to your Cliniko account to generate the API key. You'll need to be logged in as an administrative user who is also a practitioner so that the API key generated has the required data access permissions. Please also see our guide on generating a Cliniko API key.
To have the correct permissions, the API key must belong to a user who is also a practitioner. Please do not give us an API key for an administrator that is not also a practitioner.
Your API keys are like passwords, and must be handled with care. It's very important that this information is transmitted to us securely. When you book a transfer date, you'll be sent a confirmation email which includes a link to a secure electronic form. This form is where you can safely communicate your API keys and other information to us. If you miss the confirmation email, another link to the same form will be sent in a reminder email closer to your transfer date. Please let us know if you do not receive these emails.
Administrator mobile numbers
We’ll also need to do some verification of an account administrator to get the final go-ahead to access the account and load data, so please ensure a mobile numbers are included in user's profiles so we can send a verification code to the required user.
On the day of the transfer
As a reminder, uploading your Coreplus backup will take time, and transfer into Cliniko cannot start until that backup is uploaded to us. If this process is only able to start on the morning of transfer, your actual transfer may not commence until much later in the day. Accordingly, please schedule export and upload at least one day prior to your transfer.
Please ensure you are contactable on the day of the transfer. While we shouldn’t need to hassle you much on that day, we may need to contact you if some of the required information or set up is incomplete. If we can’t get in touch with you, we can wait, but this may result in your transfer being delayed.
Transfers are usually performed between 8am and 3pm AEDT, Mon-Fri. We’ll get started on the morning of your booking and let you know when we are done. If it looks like things will take longer than the booked day, we’ll be sure to reach out and keep you informed of the progress.
When the transfer is completed, you’ll be able to use your data within Cliniko immediately.
If there’s anything you’d like to confirm or discuss prior to transfer, please do let us know - we’re here to help!
The final checklist
Having all of this done before the transfer takes place is super important. Please be sure that each item on these lists has been checked off prior to your transfer date!
Please be sure that you have completed the following:
The transfer date has been booked
Your Coreplus data backup export has been arranged
Your Coreplus backup has been uploaded to your your chosen online storage, and a share link given to the Cliniko team
Completed the secure form to give us your Cliniko URL and API key, Coreplus backup password (see instructions), and to select how you want past practitioner appointments handled
On the Cliniko side of things:
[Required] Practitioners have been created, both active and inactive (see guide)
[Strongly recommended] All administrator user accounts have mobile numbers
[Required] Business locations have been created, both active and inactive (see guide)
[Required] You have added a payment method to your Cliniko subscription, to lift the file upload limitation (see guide)
After transfer, these items will need attending to:
Ensure all required appointments types are created (see guide)
Set practitioners as providers of appointment types (see guide)
Create treatment note templates (see guide)
Create letter templates (see guide)
Create billable items (see guide)
Relate billable items to appointment types (see guide)
Relate treatment note templates to appointment types (see guide)
We know that transferring from another system is a big deal, and we want to help make the process as easy as possible for you. If you have any questions on anything at all, please reach out to us. We're always available to help!