Import records
Review and import CSV files through the data import wizard.
Platform · Last verified:
Starting route: /import
Access needed: The import step must be available during clinic setup, or the completed setup must offer the relevant settings entry.
- Select the data types to import: customers, patients, appointments, vaccines, or debts.
- Upload the corresponding CSV files.
- Map file columns to Platform fields. When prompted, map source values to the available choices as well.
- At Review, inspect record counts, errors, and warnings. Correct invalid mappings before importing.
- After Import, wait for progress and results. If you are in setup, follow the on-screen direction for the next step.
If you cannot access the import, check the current setup step at /setup. Other user screens.
Mapping and retries
Keep column, reference and value mappings consistent across files. Owner references resolve through customer names, and patient references through names under that owner. Do not assume protocol numbers are automatic keys.
See the full import guide for empty templates, required fields and validation/results. A new session may replace preparation. Inspect progress/results after interruption; uploading again is not undo.