Switching to CliniForm

Bring client records across with the guided importer, then set up forms, bookings and the forward diary on CliniForm.

Import wizard — Upload → Match → Review → Import CliniForm

Formats CSV · TXT · JSON · XML · SQL

Registri Client demographics

Sicurezza Preview + mapping

Illustrated preview of Import wizard — Upload → Match → Review → Import.

Guida passo passo

Create your CliniForm workspace on a Pro trial or paid plan. Complete branding, location hours and practitioner profiles before importing large client lists.
Export client records from your previous system as CSV, TXT, JSON, XML, or a MySQL `.sql` dump file (an exported database file — you do not connect your old live database). Structured exports with named fields work best.
Import with the guided wizard. Apri Settings → Import clients (or Clients → Import). Upload → Match fields → Review → Import. Map name (or first + surname), email, phone, date of birth, address and notes. Duplicate emails are skipped; matching phones are warned.
Supported vs not supported. Client demographics import through the formats above. Treatment notes, medical history, allergies, appointments, memberships and document files are not bulk-imported — keep the old system as your archive for clinical history, or re-enter key alerts on each client.
Scanned paper. OCR or scanned PDFs are not bulk-imported. Review extracted information carefully if you convert paper to a structured file first, then import that file.
Set up forms and the forward diary. Add services, rebuild upcoming bookings, send a test form, then cut over public booking links when you are ready.

Formats: CSV/TXT need a header row; JSON should be an array of client objects (or a `clients` key); XML should use client/patient/contact elements with named fields; MySQL means a `.sql` export containing INSERT rows for a clients-like table.
Excel (.xlsx) and ZIP archives are not accepted by the importer — save or export a worksheet as CSV first.
Enterprise plans can include a dedicated account manager when agreed. Basic and Pro use Help Centre guides plus support tickets unless you have a separate agreement.