Welcome to Splose! Here is your all-in-one guide for moving from acuity 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:

First, set up locations, practitioners and services in Splose so that our team can map your data from acuity to Splose.

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

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.

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.

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

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 acuity, 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.

Add account credits for clients and contacts.

Click on Clients from the left navigation, then click Import/Export.

Click Export client list and select the clients you would like to export and click Export.

Click on Reports from the left navigation, then click Appointments and select Export to spreadsheet. Click Export Client List.

Select the date range of appointments you would like to export. You can include your earliest appointments and your appointments in the future. We do not recommend selecting to include cancelled appointments.

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 where you can upload all of your data.

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.

Please ensure that you have checked the following:

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