The Clinic Software Implementation and Installation Team can import data from your previous software or lists into Clinic Software when provided in the proper Excel or CSV formats. Our format requirements ensure for a smooth import of your data into Clinic Software.

This FREE import service is available to help you reduce data entry and get started quickly with Clinic Software. If you have your data in Excel or CSV files but you are unable to modify the data to match the usable format, an Installation Technician may be able to assist you for FREE.

What Can Be Imported?
The following categories can be imported into Clinic Software:
  • Clients
  • Appointments
  • Receipts
  • Products
  • Services
File & List Format Requirements:
  • Lists must be in Excel or CSV file formats. (.xlxs, .xls, .csv)
  • Each list should be saved as a different file and clearly labeled. (i.e Retail_CompanyName.csv)
  • The first row must contain headers labeling each column.
  • Service times must be in minutes. (i.e. 1 ½ hr service should be entered as 90)
  • Each data item must be in a single cell to be imported properly.
Example Service List:

Data List Details
The following data items can be imported into Clinic Software. Items marked with an asterisk* are required fields. If you do not wish to import specific fields available, you may delete the column in the template provided.

CLIENTS
  • Title
  • Name *
  • Surname
  • Phone
  • Home/Work Phone
  • Email
  • Notes
  • Post code
  • Address
  • Birthday
  • Gender
  • Referal
  • Courses barcode
APPOINTMENTS
  • Title
  • Appointment Date *
  • Appointment Time *
  • Appointment Duration/End time *
  • Appointment Services *
  • Appointment Services Pricing *
  • Appointment Type
  • Appointment Status
  • Appointment Staff Name
  • Appointment Booked By Name
  • Notes
  • Client System ID
  • Client Name
  • Client Surname
  • Client Phone
  • Client Home/Work Phone
  • Client Email
  • Client Post code
SERVICES
  • Section title *
  • Section abbreviation *
  • Category title *
  • Service title *
  • Duration * (in minutes, greater than 0)
  • Price
  • Tax %
  • Section bgcolor (hex)
  • Section txtcolor (hex)
PRODUCTS
  • Name
  • Category *
  • Unit type *
  • Unit size *
  • Sell price
  • Buy price
  • Tax %
  • Stock
  • Barcode
  • Description
RECEIPTS
  • Bill Number
  • Item Name
  • Item Price
  • Tax Value
  • Make Date
  • Payment Method
  • Notes
  • Client System ID
  • Client Name
  • Client Surname
  • Client Phone
  • Client Mobile
  • Client Email
  • Client Post code

Please email completed lists in Excel or CSV format to Clinic Software.
Submitted files will be reviewed prior to import. We will inform you if the files are correct or changes need to be made.

Important Information: