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Move your data from Excel or old software

Patients with their old file numbers, balances, and appointments.

Available to: Owner & manager

1. 1

   Open Settings → Import & export.

2. 2

   Patients first: a file with «Name» and «Mobile» columns (optional: «Old file number», «Date of birth» YYYY-MM-DD, «Notes»). Save it from Excel as CSV UTF-8 and upload it.

3. 3

   Old balances: a file with «Name», «Mobile» or «File number» and «Amount». Every patient who owes money gets a «Previous balance» invoice you can collect or split into installments.

4. 4

   Appointments: «Name» or «Mobile», «Date» YYYY-MM-DD, «Time» HH:MM, and optionally «Duration», «Dentist» and «Reason». Past appointments are recorded as «Completed» and upcoming ones as «Booked».

5. 5

   After each upload the software tells you how many rows were moved, and which rows were skipped and why (patient not found, duplicate mobile, clashing appointment…).