TL;DR
Digitail handles your full data migration from Impromed Infinity with minimal effort required from your team.
All essential client, patient, medical, and appointment data is securely transferred, verified, and mapped into Digitail.
You’ll review your First Migration in a dedicated test environment to confirm everything looks accurate before launch.
A Final Data Migration updates all data and prepares your live account for a smooth go-live.
General Information
Switching from Impromed Infinity to a new practice management system can feel like a big step — and that’s why Digitail handles the heavy lifting for you. Our team has perfected a smooth, guided migration process designed to make your transition as stress-free as possible.
Data migration simply means moving your clinic’s information from Impromed Infinity into Digitail. We take care of extracting your data, transforming it into Digitail’s structure, and uploading it safely into your account. Throughout the process, you’ll always know what’s happening and what to expect next.
Data Integrity
Your clinic’s data is important — and we treat it that way. During both the First Migration and the Final Migration, our team carefully transfers, checks, and verifies your information from Impromed Infinity.
We make sure everything lands in the right place inside Digitail, mapped in a way that makes your data easier to access and more useful moving forward. You’ll also have the opportunity to review your data yourself so you can feel confident before going live.
Your Time and Effort
We know you’re juggling a lot, so our goal is to keep your part of the migration as simple as possible. Once you share a few key details so we can access your Impromed Infinity backup, our specialists handle the rest — from extracting your data to preparing it for Digitail.
Your main responsibility is the final review. Before going live, you’ll validate your migrated data in a dedicated test environment to make sure everything looks right. Your approval is the final green light, giving you full confidence in your transition to Digitail.
What Data Is Brought Over from Impromed Infinity
To make your transition smooth, we migrate all the core information your team needs on day one. This includes your clients, patients, reminders, medical records, communications, and future appointments — so your workflow continues without interruption.
Converted Data from Impromed Infinity (at a glance)
You can expect the following information to be moved into Digitail:
Your full client list, including contact details and balances
All patients with demographics, identifiers, and medical details
Medical records / SOAPs, mapped into Digitail’s format where possible
Reminders, preventative care records, and client communications
Attachments added to the correct Patient Profiles
Future appointments so your schedule stays intact
Staff users, so you can update roles and schedules during onboarding
Migrating Your Forms and Records from Impromed Infinity to Digitail
Can we port forms from Impromed Infinity to Digitail?
✅ Yes, you can!
You have two options to transfer your forms and medical records from Impromed Infinity to Digitail. Each method has different advantages, depending on your clinic’s setup and preferences.
🩺 Option 1: Scraper Export (Recommended)
This method uses a scraper that exports a complete PDF report from Impromed Infinity. The report includes your entire medical history — all forms, notes, and patient details — in a clean, readable format.
How it works
The scraper runs directly on a computer at your clinic.
While it runs, our team will temporarily block your Digitail account to ensure data accuracy and avoid sync conflicts.
This method is new and currently in Beta, which means it’s supervised by our team throughout the process.
What to expect
You’ll receive PDFs that are fully formatted and easy to read.
The attached ETA table shows typical export durations based on number of patients (1 file = 1 patient).
💡 We recommend this option if your clinic wants to preserve the original formatting and layout of forms for easy reference.
⚙️ Option 2: Impromed Migration Pipeline
The second option is to use the Impromed migration pipeline, which automatically extracts and imports your data into Digitail.
What to expect
This process is fully automated — no supervision required.
Depending on form complexity, some records may appear partially or completely unreadable after migration.
💡 We recommend this option if your clinic prefers a faster, hands-off transfer and doesn’t rely heavily on form formatting.
🧭 Summary
Method | Output Format | Supervision | Readability | Best For |
Option 1: Scraper Export | ✅ Required | ✅ Excellent | Clinics needing clean, complete form copies | |
Option 2: Migration Pipeline | Automated data import | ❌ Not required | ⚠️ May vary | Clinics prioritizing automation and speed |
Next steps
✅ Choose your preferred method based on your clinic’s needs.
📎 Review the ETA table for estimated export duration.
💬 Contact your Digitail onboarding specialist to plan and schedule the migration window.
Converted Data Entities from Impromed Infinity
# | Entity | Details Included |
1 | Staff | Name, email address |
2 | Clients | Name, email address, phone numbers, credit, outstanding balance |
3 | Co-Owners | Name, phone number |
4 | Patients | Name, birthdate, species, breed, gender, reproductive status, microchip, rabies tag number (when present), colour, weight, internal notes |
5 | Preventative Care | Protocol name, item name |
6 | Reminders | Administration date, due date |
7 | Client Communication | Communication logs and notes |
8 | Medical Records / SOAPs | Provider name, visit type, date, subjective/objective notes, diagnoses, recommendations, diagnostics (notes), treatment items (notes), quantity (notes), price (notes) |
9 | Attachments | Bulk imported into the Patient Profile |
10 | Appointments | Historical and future appointments |
Getting Your Data from the Current Provider
Your current provider (Impromed Infinity) is responsible for generating your full data backup. Even if you haven’t received it directly, don’t worry — our team will help retrieve it for you.
To get started, we’ll need a few simple details so we can securely access the machine where your data is stored:
Install AnyDesk and share the following:
AnyDesk Computer Address (9–10 digits)
AnyDesk Password
Computer/PC Password (if applicable)
💡 Please keep the machine and AnyDesk running during the extraction so we can complete the backup without interruption.
Once we have access, our specialists will:
Perform the full data export
Download your data into our secure AWS cloud storage
Begin preparing your information for the First Migration
Step-by-Step Data Migration Process
⭐ Timeline Overview
First Migration → Data Validation → Final Data Migration → Final Migration (Go-Live)
1. First Migration
This is your first look at Digitail with your clinic’s real data.
Our team extracts your Impromed Infinity data, cleans it, and maps it into Digitail’s structure.
We upload everything into a test environment — a safe space for you to explore your data without impacting Pet Parents.
Reminders and communications are turned off so nothing is sent externally.
On your live account, we only import your staff users so you can update roles, schedules, and preferences during onboarding.
2. Data Validation
This is your opportunity to confirm accuracy and make sure everything feels right.
Review the data in your test environment or join a validation call with your onboarding specialist.
Check 3–5 patients to ensure all details appear correctly.
Share any inconsistencies and upload screenshots as needed.
💡 This step must be completed at least 4 weeks before go-live so we have time to finalize everything.
3. Final Data Migration
This is where everything comes together.
We retrieve a fresh Impromed Infinity backup.
All changes made since the First Migration are included.
Your validation feedback is applied carefully and thoroughly.
By this point, your team knows where everything lives inside Digitail — ensuring nothing feels unfamiliar on launch day.
4. Final Migration (Go-Live)
Your Digitail account becomes fully active with your complete, up-to-date data.
You can expect:
All appointments linked to the correct users
All attachments uploaded into the appropriate Patient Profiles
All reminders enabled so Pet Parents continue receiving timely notifications
Your data is ready and waiting for you on day one, allowing you to start using Digitail immediately and confidently.

