Our team securely imports your Gensolve 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:

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 Gensolve 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. Missing practitioner names, locations or service names can't be imported.

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.

Invite all practitioners (including archived ones)and any admin members, or your accountant. Every practitioner must accept their splose invite before the import runs.

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 skip archived services if you're happy to match them to the closest service during the import.

The following can be transferred from Gensolve to splose through the import:

Any client fields that don't map directly to splose are stored in the Other Details section of the client profile.

The following can not be transferred from Gensolve to splose through the import:

Invoices, payments, credits and account statements can't be imported from Gensolve, so debtor balances need recreating in splose. If you use Xero and your debtors are in Xero, keep them there and manage them with the Aged Receivables report.

If your debtors are in Gensolve, recreate them in splose by raising an invoice for each outstanding balance:

Manage these in splose from the Aged Debtors report.

Account credit

You can create and refund account credit for clients as needed. With the Xero integration, credits and credit notes are a one-way sync: credits created in splose sync to Xero, but credits created in Xero don't sync back. Set up the Xero integration →

To export your data from Gensolve, follow these steps:

In case it helps, here's an email template that you may send to Gensolve to get your data:

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. Ensure all files are intact and free of errors, as splose uploads data exactly as provided.

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. Missing mapped connections (e.g., links between clients and contacts) will require manual updating post-import. If you invoice ACC and hold ACC data in Gensolve, request it from Gensolve too. The export needs the patient name, ACC claim number, date of injury and read code details to capture the full ACC record.

Check the export is complete before your import date. Missing data such as practitioner names, locations or service names can't be imported into splose. If you spot any issues, contact Gensolve for a corrected export.

We can't transfer anything into your splose account until you've shared the Gensolve export with us. Upload it to your preferred cloud storage (OneDrive, Google Drive, Dropbox) and share it with us from there. Make sure all files are intact and free of errors — splose imports data exactly as provided.

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. Imports are scheduled in advance; providing ample notice helps us secure your preferred timing. We will provide you with a secure link where you can upload all of your data.

To book a data import:

During the import we'll reach out at each stage. You'll review the imported data, complete the data mapping process, and confirm before we finalise.

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. Clients and contacts are uploaded first, appointments require mapping post-import, and files and notes are processed last. Be aware that certain fields will appear under the "Other Details" section in each client's profile.

Please ensure that you have checked the following:

We'll provide a secure link for you to upload your data, or you can share it from your cloud storage. Check that everything required is included before uploading, so your import can proceed as scheduled.

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.