If you have a list of patients and clients or got an export from your previous software, you don't have to add them individually. You can download and use our templates, fill them out, and upload them back, and you're ready to go.
Steps to Import new Clients & Patients to Digitail
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 patients, 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".
๐ Good to know:
๐ All mandatory fields should be filled otherwise the pet with missing data doesn't get imported.
๐ Remember that the date should be in the following format (mm.dd.yyyy or dd.mm.yyyy, depending on your region).
๐ Emails should be in the following format: name@example.com
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.