Welcome to Splose! Here is your all-in-one guide for moving from Power Diary to Splose. Our team will securely import your data from Power Diary. This process is currently free of charge and is subject to change any time without notice.

This help guide will cover:

First, set up locations, practitioners and services in Splose so that you can map your data easily from Power Diary to Splose.

Set up all locations (including archived ones) in Splose.

Invite all practitioners (including archived ones) to Splose. You can also invite admin members and your accountant. Ensure all of your members have accepted the Splose invite before the data import commences.

Set up services (including archived ones) to Splose.

The following can be transferred fromPower Diary to Splose through the import.:

If you are a Xero user and your debtors are in Xero, we recommend keeping them there and managing them using the Aged Receivables report. If your debtors exist in Power Diary, we recommend creating the debtors in Splose along with the outstanding balance. Create an invoice and add a "Custom" invoice item line and the amount. You can enter the issue date and due date, then email follow-ups right using email templates. Continue debtor management using the Aged Debtors report in Splose.

Add account credits for clients and contacts.

In order to export your data from Power Diary, you will need to head to Tools and then Data export. Select all switches (or the selected ones below) and click Export.

It may take some time for your export to download. Once completed, you will be able to download the zip file which contains CSV files of your data.

Power Diary does not export progress notes and forms in a way that allows splose to include the following; images, links and rich text formatting. If you would like to include these as part of your migration you can extract the notes and forms from PowerDiary by navigating to a client's record and clicking "Print all". You'll need to do this for each client to ensure it will arrive at its destination safely.

The Splose team will import your data for you. Contact us via the help chat in your dashboard and book a time for your data import. We typically require 1 week's notice. We will provide you with a secure link where you can upload all of your data.

We'll notify you once different stages of the import are completed, so you'll have multiple opportunities to confirm the import before it's completely finalised.

Please ensure that you have checked the following:

Moving from another practice management system may seem like an overwhelming process. Rest assured, our team has helped many other businesses like yours safely transfer their Power Diary data to Splose. Reach out to our support team if you have any questions about the process.