If you manage your clients, appointments and contacts from Excel, the good news is that you can import your data and start working in Splose with your existing Excel data. Schedule an import date with our team using the help chat from the dashboard.
This help guide will cover:
Setting up your Splose workspace
What data can be transferred from Excel sheets to Splose
Checklist to complete before importing your data
What happens after the transfer is complete
Getting support during your transfer
What data can be transferred from Excel to Splose
Clients
Contacts
Appointments
Set up your Splose workspace
You should set up locations, users and services.
Export your data from Excel
In order to export your data from Excel, you will need to save your spreadsheet as a CSV file. Click on File and then Save as.
Then select CSV and save as.
Now that you know how to export your sheet as a CSV file, make sure you export your clients, contacts and appointments as CSV files.
What happens after the transfer is complete
Once you have uploaded your CSV files, you can review your information in Splose and get straight to work.
If you've made a mistake or want to start again, you can delete your data import within 48 hours and then start over.
Getting support during your transfer
Moving from spreadsheets to practice management software can be an overwhelming process. 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 and we will help you where we can!