Import guide
Moving from Another system
Bring your data across free, with our step-by-step importer. Here’s what to export and how it maps.
1. Export your data
Almost every clinic system can export your patients and appointments as CSV or Excel, usually from a reports, export or settings page. It’s your data: if you can’t find it, ask their support for a full export.
Menus change from time to time, so look for words like “export”, “reports” or “data”.
2. Import in this order, and check the columns
In Settings → Import data, upload each file. Hally suggests which of your columns is which; these are the ones it looks for. Columns it doesn’t need are skipped.
1. Patients
- First name
- Last name
- Full name (if not split)
- Date of birth
- Mobile
- Address
- Postcode
- GP
2. Appointments
- Date (needed)
- Start time (needed)
- Length (minutes)
- Client (needed)
- Client email
- Client date of birth
- Practitioner (needed)
- Service
- Status
- Price
3. Clinical notes
- Date written (needed)
- Client (needed)
- Client email
- Client date of birth
- Written by
- Title or type
- Note text (needed)
3. Good to know
- The importer suggests a match for each column whatever it’s called, and you can change any.
- Every import shows what will happen before anything is saved, and can be undone in one step.
- Imported patients are asked for text and marketing consent again at their next booking.
Read more
- Bringing your data acrossImporting patients, appointments, notes and price lists from another system.
- Switching from another systemA step-by-step plan for moving patients, appointments and notes across yourself.
- Going live: your first real bookingsA test booking, your booking link, and switching your old system off.
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