[10] Import & transfer data (Cliniko course: Setting up your account)

While it’s quick and easy to set-up Cliniko, if you’re transferring from certain practice management software, we have a dedicated Data Imports Team that can assist with transferring some of the data. In this video we'll go over the data transfer and import options. Throughout this Cliniko course, Rachel from the Cliniko support team will walk you through some of the recommend steps to get your account up and running quickly.

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Chapters:
00:00 - Data import & transfer intro
00:26 - Booking a transfer date
00:44 - Data Import tool
01:22 - Prepare CSV file
01:51 - Matching information
02:24 - Import status and failed imports
02:44 - Deleting imports

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👉 Sign-up for a free 30-day Cliniko account to get started: https://www.cliniko.com/free-trial/
👩‍💻 Additional support articles: https://help.cliniko.com/en/collectio...