Import data from fresha

Import your data easily from fresha into Splose.

Updated over a week ago

Welcome to Splose! Here is your all-in-one guide for moving from fresha to Splose. Our team has performed these imports plenty of times - so you're in great hands! Data is encrypted while in transit and encrypted at rest using AES-256.

This help guide will cover:

  • How to set up your Splose workspace

  • What data can be transferred from fresha to Splose

  • Debtor management

  • How to export your data from fresha

  • Checklist to complete before importing your data

  • Booking in your fresha 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 fresha to Splose.

Locations

Set up all locations (including archived ones) in Splose.

Practitioners & Admin users

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. Set up face-to-face services as appointments and non-face-to-face services as support activities.


What data can be transferred from fresha to Splose

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

  • Client

  • Appointments


Export your data from fresha

Firstly, go to Sales, then Appointments, click the date range filter and select the appointment date range you want to export. Make sure you include all future appointments.

Then, click Export and select CSV.

Now, go to the Clients page, then under Options select Download CSV.
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That's it from the fresha side.

πŸ“ Note: We recommend exporting all of your data from fresha 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 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:

  1. Create all locations (active and archived) and keep them active in Splose

  2. Invite all practitioners (active and inactive) and keep them active in Splose

  3. Create all services (active and archived) and keep them active in Splose

  4. Export your fresha data

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

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