Import guide
Moving from Spreadsheets or paper
Bring your data across free, with our step-by-step importer. Here’s what to export and how it maps.
1. Export your data
If your patient list is already in Excel or Google Sheets, save it as CSV or Excel. On paper? Type the essentials into a spreadsheet: first name, last name, date of birth, email and mobile are plenty to start.
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
- One row per patient, with column headings in the first row.
- 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.
Say hello to Hally.
Your clinic’s new favourite colleague, opening soon. Get early access and we’ll tell you the moment it’s ready, with 14 days free to try it.