Welcome to Splose! Here is your all-in-one guide for moving from Halaxy to Splose. Our team will securely import your data from Halaxy. 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 our team can map your data from Halaxy to Splose.

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

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

Set up services (including archived ones) to Splose.

The following can be transferred from Halaxy 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 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.

Add account credits for clients and contacts.

You must email community@halaxy.com from your Halaxy associated email and request that they enable the data export feature.

Dear Halaxy,

Could you enable full data export for my account as soon as possible and let me know once this has been completed?

Regards,

Your full name

Once the export is enabled by Halaxy, you can export your data by going to Settings, then General.

Under Data Export, click Export your data now. Check all of the choices and click Save.

Once completed, you will be able to download your data by clicking the download icon. A ZIP folder will be downloaded which you do not need to open or edit.

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 to that 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 Halaxy data to Splose. Reach out to our support team if you have any questions about the process.