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

Set up all locations in Splose.

Invite all practitioners 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 to Splose. Set up face-to-face services as appointments and non-face-to-face services as support activities.

The following can be transferred from timely to Splose through the import.:

Select Reports from the top navigation menu.

Make sure that you select the Customer list.

Then select View report. Once the report appears with the correct data, click Download and then click CSV.

Next, select Appointments Schedule and then select Specific date range. Choose the widest possible date range that includes your first appointments all the way to appointments scheduled in the future. Select All staff and then click View report.

If you are happy with the results, click Download and then CSV.

Keep the customers.csv and schedule.csv file ready to securely provide to Splose.

📝 We recommend exporting all of your data from timely for record-keeping purposes.

Go into each client record, then go to Documents and Download each document individually.

Then go into Notes and click Print Notes for each client.

Add the files and documents into separate folders labelled with the client full name ready for uploading to the link we provide.

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.

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.

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