If you're switching to Cliniko from BP Allied, 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 BP Allied.

The very first step is booking your transfer date! To avoid delays, please book your transfer date as soon as you can:

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 your data from BP Allied

We'll need a copy of your export data from BP Allied in order to load into your Cliniko account. To obtain an export, you'll need to contact BP Allied directly. They will be able to generate an export of your database and documents.

Here is a pro-forma you may use to email their support team (support@bpsoftware.net):

Dear Support,

I'd like to request a full export of our BP Allied system. This should include the SQL Server database files, all client documents and note templates.
Please could you export Client documents into folders using the 'Client GUID' instead of the client's name.

Kind regards,

BP Allied will generate a number of downloads for you, comprising all your BP Allied data. They'll then send you an email containing links to those files. Once you have those links, please forward the email to us (support@cliniko.com) or copy and paste the links into a chat with the Cliniko Support team, so that we're able to download them and get your transfer running!

☝️ Note that any data entered into BP Allied 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.

At a minimum, please schedule your export with BP Allied to occur at least a day in advance of your scheduled transfer, so that BP Allied have time to generate the export, and we have time to download the data. It is 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.

Setting up your Cliniko account

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 BP Allied, or settings that are specific to Cliniko.

Please ensure the following things are set up as soon as possible:

  1. All required users and practitioners are created,

  2. All sites/locations of your business are set up as Cliniko business locations,

  3. Your time zones have been set correctly (to ensure that appointments get transferred to the right spots), and

  4. 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:

  1. All treatment note templates are created,

  2. 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 BP Allied 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 BP Allied export:

  • Appointment types

  • Appointments and non-appointments (unavailable slots)

  • Benefit types (these are turned into Cliniko concession types)

  • Clients

  • Consultation notes (these are turned into Cliniko treatment notes)

  • Documents (these are turned into Cliniko patient files)

  • Items and products

  • Medical history and referrals (these are turned into Cliniko treatment notes)

  • Referrers

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)

Information that we'll need from you

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 the below 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.

The following are some questions we need to know to accurately transfer data into Cliniko. If you're unsure of the answer, please seek clarification.

Which patient address type should we use by default?

BP Allied has multiple addresses stored against patients, but only one of those will come across to Cliniko. This is usually something like 'Home address'.

Should Cliniko import your Non-consultation items as products or as billable items?

BP Allied has consultation items (services), but you can also mark items as 'non-consultation'. These could be imported as either products or billable items into Cliniko. If your non-consultation items are things people can buy and take home (i.e. stock), then choose products. If they're more service-based, then choose billable items.

Do you have any practitioners in BP Allied who are inactive?
If so, we will need to determine what to do with appointments assigned to them. There are a couple of options here:

  1. We can leave those appointments behind and not transfer them into Cliniko.

  2. You can create all your inactive practitioners in Cliniko, and we can assign appointments to the correct practitioner. You can make these practitioners inactive in Cliniko prior to transfer, so they do not contribute to your subscription plan.

  3. You can elect one or more other practitioners in Cliniko to assign those appointments to (e.g. use an existing practitioner, or create one practitioner named “Old BP Allied practitioner”, or similar). You'll just need to tell us which practitioner/s in BP Allied you want mapped to which practitioner/s in Cliniko.

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. 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, obtaining your BP Allied export will take time, and transfer into Cliniko cannot start until that export or the export links are sent 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 decryption and upload to be completed by the day prior to your transfer.

We shouldn’t need to hassle you much on the day of the transfer, unless some of the above information or setup is missing, so please ensure you are contactable on the day. We’ll get started in the morning (AEDT) and let you know when we are done! If it looks like things will take longer than the 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

  • The export of data from BP Allied has been arranged

  • The data export from BP Allied has been shared with the Cliniko team

  • Completed the form to give us your API keys and Cliniko URL (see instructions), and the answers to your questions (see questions)

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:

  • 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)

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!

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