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 at any time without notice.
Our team imports your Coreplus data for you. This service is currently free of charge and is subject to change at any time without notice. This guide is comprehensive, so set aside some time and have your notes handy.
This help guide will cover:
Setting up your splose workspace: What to set up before we begin.
What can and can't be transferred from Coreplus: The data we can bring across.
Debtor management and account credit: How to carry balances over.
Exporting your Coreplus data: Step-by-step.
Booking your import: How to schedule it and what we'll need.
What happens after the import: Your next steps.
Getting support: How to reach us.
đĄ Only importing some of your data? Let your import agent know when you schedule the import.
Set up your splose workspace
Your workspace needs its key setup in place before we can import anything: services, locations, availability, templates, notifications, invoicing and your team. Our import team maps your Coreplus data onto these, so they must exist first.
Work through Setting up splose as an account owner or admin, which covers every step in order.
Historic data, such as past appointments and notes, can only be mapped if the matching location, practitioner and service already exist in splose.
Locations
Set up all current and archived locations in splose. This is required if you're importing appointments. If you'd rather not recreate archived locations, you can match their historic appointments to an existing location during the import.
Practitioners & Admin users
Invite all practitioners (including archived ones), and any admin users or your accountant. Every practitioner must accept their splose invite before the import runs.
â ď¸ If a practitioner's invite is still pending ("Invitation Sent"), don't cancel it after the import, as this can lose their linked data. If their email is wrong, contact support to change it instead.
Services
Set up all current and archived services. Set up face-to-face services as appointments and non-face-to-face services as support activities. You can consolidate unused services rather than recreating them, and skip archived ones if you're happy to match them to the closest service during the import.
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) - These are not automatically linked to clients, and will need to be manually linked after the export.
Client Appointments
Case Notes
Client Files
Any client fields that don't map directly to splose are stored in the Other Details section of the client profile.
What datasets are required for my import?
Data you want imported | Coreplus dataset(s) required
|
Clients | Details â CONFIRM whether Family is also required |
Appointments | Appointments â CONFIRM |
Case notes | Case Notes â CONFIRM |
Contacts (insurers & referrers) | CONFIRM â which dataset carries these |
Files | CONFIRM â whether files come through a listed dataset or the full backup |
Always check that all required data is present in your export before your import date, to avoid delays.
đ We recommend exporting all of your data from Coreplus for your own record-keeping.
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
â
Export your data from Coreplus
For multiple exports across different datasets, you will need to request these separately. For example, you will need to submit separate export requests for Details, Family, Case Notes, and Appointments
There is no time limit between requests, allowing you to queue up multiple export requests, one after another, however, please allow 12 to 24 hours for the backup export to be processed.
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.
đ Note: We recommend exporting all of your data from Coreplus for record-keeping purposes.
Booking and completing your import
Book your import
Click the ? icon in the top-right corner of splose.
Select Chat with support, then Send us a message.
Select "I want to schedule a data import" and follow the prompts.
Imports are scheduled in advance, so give as much notice as you can.
You'll be connected with a data import team member who'll walk you through the next steps.
Things to note before booking
How long the import takes depends on the size and complexity of your data.
Complete all required setup before booking, and flag any special considerations early.
Use the data import chat for import-related questions only. For anything else, start a new chat so the right team member can help.
Export and upload your files
Upload your final exported files to the secure link we provide by the evening before your scheduled import date, and include the Coreplus ZIP password. Double-check everything is included so the import isn't delayed.
Stay in touch during your import
We'll reach out at each stage. You'll review the imported data, complete the data mapping process, and confirm before we finalise.
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
Next steps after your import
Return clients to the waitlist if needed
Turn on appointment notifications: Only after confirming appointments imported correctly
Archive any placeholder services created just for the import
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.
Frequently Asked Quesitons
Why aren't my contacts showing under Contacts?
Why aren't my contacts showing under Contacts?
They're included automatically, so if they're missing it's usually a missing file or a data issue in the export. Contact your import team member to review.
Why aren't my imported clients linked to their contacts?
Why aren't my imported clients linked to their contacts?
Coreplus doesn't export those links in a way we can map during a standard import, so you'll link them manually afterwards. Our professional services team may be able to help.
Why weren't my invoices and payments imported?
Why weren't my invoices and payments imported?
Financial records aren't part of a standard Coreplus import. See Debtor management to recreate outstanding balances in splose.