Importing data - start here

Before you begin the import process, we recommend reading our articles below.

Files that can be imported include:

1. Clients
   
2. Appointments
   
3. Treatment notes
   

When uploading, the files must be done so in the above order to ensure the correct treatment notes are connected to the correct appointments, and the correct appointments are linked to the correct clients. 

To read more about each import option including to view sample import files, please check on the import type above. 

Please also read our Troubleshoot article here.