Welcome to splose! Here is your all-in-one guide for moving from Gensolve to splose. Our team will securely import your data from Gensolve. 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 Gensolve to splose
Debtor management
How to export your data from Gensolve
Booking in your Gensolve 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 Gensolve 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 Gensolve to splose
The following can be transferred from Gensolve to splose through the import:
Clients
Contacts
Appointments
Client files
Progress notes
Forms
ACC data
The following can not be transferred from Gensolve to splose through the import:
Invoices
Payments
Credits
Account statements
Appointment invoice/payment statuses
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 Gensolve, 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 Gensolve
In order to export your data from Gensolve, you will need to contact your Gensolve account manager directly and request these exports. This service may attract a fee.
In case it helps, here's an email template that you may send to Gensolve to get your data:
Dear [Gensolve or account manager's name],
We are planning to migrate to another practice management system, and are organising to migrate our Gensolve data as part of that move.
Could you please advise when you’d be able to perform an all-years data export for us? We are looking to transfer on the [your date of transfer] so it would be great to get this data the day before. [Please can you ensure to include all ACC data in this export]
Kind regards,
...
We won't be able to transfer any data into your splose account until you've shared the Gensolve export with us.
Once you have your exported data, please upload it to your preferred cloud storage service (Microsoft OneDrive, Google Drive, Dropbox, etc), and share with us from there.
Don't forget to mention your ACC data
If you invoice ACC and therefore have ACC data in Gensolve, you will need to get this from Gensolve too. Ensure that you have the patient name, ACC claim number, date of injury, read code details to capture all of the important ACC information.
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 Gensolve data
Book 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 Gensolve data to splose. Reach out to our support team if you have any questions about the process.