Welcome to Splose! Here is your all-in-one guide for moving from Coreplus to Splose. Our team will securely import your data from Coreplus. This process is currently free of charge and is subject to change any time without notice.
This help guide will cover:
How to set up your Splose workspace
What data can be transferred from Coreplus to Splose
Debtor management
How to export your data from Coreplus
Booking in your Coreplus 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 Coreplus to Splose.
Locations
Create all locations in Splose. If you are a mobile provider, create just one location as your business name. All locations will be merged into one calendar.
Practitioners & Admin users
Invite all practitioners and users to Splose. Ensure all users have accepted their invite before the data import commences.
Services
Set up services to Splose. You can consolidate your services rather than re-creating all unused services.
What data can be transferred from Coreplus to Splose
The following can be transferred from Coreplus to Splose through the import.:
Client details
Contacts (Insurers & Organisation Referrers).
Client Appointments
Case Notes
Client 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 Coreplus, 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
Export your data from Coreplus
To export your data from Coreplus, go to Setup and then Settings and click Data Backup from Coreplus.
Select Run New Backup.
Select all checkboxes.
It may take some time for your export to download. Once completed, you will be able to download your exported files.
Coreplus will provide you with a password for your backup ZIP folder. Please inform us of the password prior to your appointment.
📝 Note: We recommend exporting all of your data from Coreplus for record-keeping purposes.
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 1 week's notice. We will provide you with a secure link where you can upload all of your data.
What happens after the transfer is complete
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.
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 Coreplus 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 Coreplus data to Splose. Reach out to our support team if you have any questions about the process.