Import clients & patients

Step by step tutorial on how to import your current list of patients and clients.

James avatar
Written by James
Updated over a week ago

If you have a list of patients and clients or you got an export from your previous software, you don't have to add them one by one. You can download and use our templates, fill them out, upload them back and you're ready to go.

How to import from an existing database?

1. Download the template from Digitail by going to Administration - Imports - Patients and press on download template.

2. After downloading the template, open it using Google Sheets, fill it out or paste the information from your current export file according to each column header.

Both client and pet have mandatory columns and optional ones.

For pets, there are some columns that are set as dropdown menus so you can select one of the options available:

  • Breeds: you can start typing the first 2-3 letters of the breed and you'll get a list of suggestions that you can choose from;

  • Species: this comes prefilled once you choose the breed;

  • Sex: Choose between Male - M, and Female - F;

  • Reproductive Status: If it's spayed/neuter select "Yes", if not, select "No".

πŸ“Œ Good to know:

πŸ‘‰ All mandatory fields should be filled otherwise the pet with missing data doesn't get imported.

πŸ‘‰ Keep in mind that the date should be in the following format (mm.dd.yyyy or, depending on your region).

πŸ‘‰ Emails should be in the following format:

3. Save the populated spreadsheet on your computer.

4. Upload the spreadsheet in Digitail.

Press the Save button.

You'll get a green notification about the number of patients that have been uploaded successfully.

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