Import your data from Cliniko

Easily import your data from Cliniko into Splose.

Updated this week

Welcome to Splose! Here is your all-in-one guide for easily moving from Cliniko to Splose. Our team will securely import your data from Cliniko, or you can import yourself using our data import tool. The import tool is a safe and secure to way to move your data from Cliniko to Splose and is done through an API created and maintained by Cliniko. It typically takes less than half an hour to complete!

This help guide will cover:

  • What data can be imported from Cliniko to Splose

  • How to create and copy a Cliniko API key for Splose

  • How to manage debtors

  • How to import your Cliniko data into Splose

  • Getting support during the import process

πŸ’‘ We can do the import for you (recommended), or you can import yourself using this help guide!


What can be imported from Cliniko to Splose

With the import tool built by Splose, you can import the following Cliniko data automatically:

  • Appointment types

  • Appointments (Including the status)

  • Group appointments (Including the clients in those groups)

  • Businesses

  • Clients (Active and archived)

  • Communications

  • Contacts

  • Patient forms

  • Patient form templates (πŸ’‘β€˜Section Description’ fields will not be imported and anything in these fields will have to be added after the import as a 'Statement' field)

  • Patient file attachments

  • Patient cases

  • Practitioner Reference numbers

  • Practitioner availability

  • Treatment note templates

  • Treatment notes

  • Users

The following data can not be imported automatically:

  • Body charts and body chart templates

  • Letters and letter templates

  • Invoices and payments


Get an API key from Cliniko

1. Log in to your Cliniko account and click your name/initials in the bottom left, then click the My info/person icon.

2. If you have not allowed yourself to create API keys, then under "You can not create or use API keys" flick the switch to Yes to Allow yourself to create and use API keys.

Then click Update user.

3. Enter your password and then click Manage API keys.

4. Select + Add an API key.

5. Add a name for your API key. Choose any name, like "API KEY"

6. Copy your API key. Select Done.

πŸ“ We recommend exporting all of your data from Cliniko for record-keeping purposes.


Set up your Splose workspace

Data will be mapped from Cliniko to Splose, so it's important to set up your workspace beforehand.

Locations

Users & Practitioners

Invite all of your practitioners to Splose, including any archived practitioners, so that imported appointments can be mapped to the correct practitioners. Invite other users to your workspace (including practice managers, receptionists and accountants).

Services

Splose will automatically import your services. If you have non-face-to-face services in Cliniko that you want to be migrated into Splose support activities, we recommend you create your support activities in Splose.


Import your Cliniko data to Splose

Go to the Cliniko import in Splose

Log in to your workspace, go to Settings, then Import and click + Import and select Cliniko.

Add your Cliniko API key

Paste your Cliniko API key. Splose will attempt to add the shard from your API key. The shard represents the region of your data and will be au1, au2, au3, ca1 or uk1.

Map your data from Cliniko to Splose

Complete the process of mapping locations, practitioners and services. It is critical that you create all of your practitioners and locations prior to completing this step. If you have not added these, close the import and start over.

Import businesses

You can choose to assign your locations to created locations or choose not to import locations by ignoring the data related to these locations.

Import users & practitioners

Assign users & practitioners from Cliniko to Splose.

Import services

Assign appointment types from Cliniko to services in Splose, or create them as a new service in Splose.

Import your other data

Select other data you want to import.

Review the data you would like to import from Cliniko to Splose and then click Submit import request.

The time to complete the import is based on the amount of data you have. You can continue setting up your workspace while the import is in progress. We'll send you an email when your import is complete.


Debtor management

Using Xero connected with Cliniko?

If you are a Xero user and have used Xero and Cliniko integrated, then your debtors should be in Xero already. We recommend keeping them there and managing them using the Aged Receivables report until all outstanding invoices are paid.

Using Xero without connecting to Cliniko?

If you are a Xero user but use Cliniko without integrating with Xero, then your outstanding invoices will only be in Xero. Reach out to our team and we can help import your outstanding invoices from Cliniko into Xero, so you can manage your debtors there until fully paid.

Using Cliniko without Xero?

If you are using Cliniko standalone, then you will need to manage outstanding debtors in Cliniko until paid, or re-create any outstanding invoices in Splose and manage them from within Splose. You can do this by creating an invoice with 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.


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.


Get support during your transfer

The Cliniko import is seamless. Rest assured, our team has helped many other businesses like yours safely transfer data into Splose. We are available to support you with transferring your data. Simply reach out to our support team if you need help.

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