Welcome to Splose! Here is your all-in-one guide for moving from Front Desk to Splose. Our team will securely import your data from Front Desk. 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 front desk to Splose
Debtor management
How to export your data from front desk
Booking in your front desk 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 front desk to Splose.
Locations
Set up all locations (including archived ones) in Splose.
Practitioners & Members
Invite all practitioners (including archived ones) 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.
Services
Set up services (including archived ones) to Splose.
What data can be transferred from front desk to Splose
The following can be transferred from front desk to Splose:
Client list
Contacts
Appointments
Progress notes
Letters
Body charts
Files
Export your data from front desk
To export your data from front desk, contact smart soft using this form https://www.smartsoft.com.au/contact and inform them you would like to export your database. It can take some time for smartsoft to provide you with your data export. front desk may charge for this process.
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 front desk, 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
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 seven days notice. We will provide you with a secure link that you can upload all of your data.
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.
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 front desk 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 Front Desk data to Splose. Reach out to our support team if you have any questions about the process.