Welcome to Splose! Here is your all-in-one guide for moving from halaxy to Splose. Our team has performed these imports plenty of times - so you're in great hands! Data is encrypted while in transit and encrypted at rest using AES-256.
This help guide will cover:
How to set up your Splose workspace
What data can be transferred from halaxy to Splose
Debtor management
How to export your data from halaxy
Checklist to complete before importing your data
Booking in your halaxy import with the Splose team
What happens after the transfer is complete
Getting support during your transfer
Set up your Splose workspace
First, set up locations, practitioners and services in Splose so that our team can map your data from halaxy to Splose.
Locations
Set up all locations (including archived ones) in Splose.
Practitioners & Members
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.
Services
Set up services (including archived ones) to Splose. Set up face-to-face services as appointments and non-face-to-face services as support activities.
What data can be transferred from halaxy to Splose
The following can be transferred from halaxy to Splose through the import.:
Clients
Contacts
Appointments
Progress notes
Intake forms
Body charts
Files
Debtor management
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 halaxy, 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.
Account credit
Add account credits for clients and contacts.
Export your data from halaxy
You must email community@halaxy.com from your halaxy associated email and request that they enable the data export feature.
You can use this template:
Dear halaxy,
Can you please enable full data export for my account as soon as possible? Please notify me when the export functionality is enabled.
Yours sincerely,
Your full name
Once enabled by halaxy, you can export your data from halaxy by going to Settings, then General.
Under Data Export, click Export your data now. Check all of the choices and click Save.
It may take some time for your data to download. Once completed, you will be able to download your data.
Schedule your data import with Splose
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 seven days notice. We will provide you with a secure link that you can upload all of your data.
What happens after the transfer is complete
After the import is complete, you can view it from the Import Settings page. You have 48 hours to delete an import, should anything be missing.
Checklist to complete before importing your data
Please ensure that you have checked the following:
Create all locations (active and archived) and keep them active in Splose
Invite all practitioners (active and inactive) and keep them active in Splose
Create all services (active and archived) and keep them active in Splose
Export your halaxy data
Book in a time with our team to import your data
Getting support during your transfer
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 halaxy data to Splose. Reach out to our support team if you have any questions about the process.