Data Import Process
Moving to Power Diary has never been easier…
Moving to Power Diary from another practice management system? Don’t worry, we’ve got you covered. We provide a fast and free data migration service that helps you move to Power Diary without missing a beat.
Here’s how it works:
- Export the data from your existing Practice Management System. We prefer CVS / Excel format, but if those options aren’t available then simply export it in whatever format is available
- Log into your Power Diary account and go to Setup > Data Import. Drag and drop all your exported files into the data import box. Add any comments or any special instructions you have.
That’s it! That’s all you have to do.
Here’s what happens next:
Your data is securely uploaded to our servers and our in-house data boffins are immediately notified of your import. They then review your data and run it through some checking and conversion processes to prepare it for import. Once complete your data is loaded it into your Power Diary account and we send you an email to let you know it’s been done.
The process normally takes about 24 hours and you can continue using your Power Diary account during this time. If we have any questions along the way we’ll send you an email or give you a quick call.
Commonly asked questions:
Why is Power Diary’s data import services better than others?
Ok, so this question isn’t asked all that often, but we wanted to answer it anyway. Unlike most other systems we offer a free, comprehensive and fast data import service. We get that it’s important to make the move to Power Diary as simple and easier as possible.
What sort of data can you import?
We can usually easily import Clients / Patients, Contacts, Referrers, Appointments, Products and Services. Depending on the system you are moving from we can often also import Invoices, Payments, and Treatment Notes.
What format does data need to be in?
If possible we prefer data to be in a CSV or Excel format. If you can’t get your data in this format don’t worry, just send it to us in whatever format you can and we’ll work with it.
My data is from a system I built myself, can you import it?
Most definitely! It is not unusual for people to send us Excel or database files they have created themselves. We can almost always work with it, and if run into any difficulties we’ll be in touch to work out some alternatives.
Can data be imported while I am on a free trial?
Sure can! If you’ve explored Power Diary and are pretty sure it’s the system for you, please go ahead and upload your data and we’ll import it for you.
How long does it take for my data to be imported?
Typically it takes about 24 hours. If your data import is particularly large or complex it can take a little longer, but we’ll be in touch with you to keep you posted.
Can I have my data imported over a weekend?
Yes, we can process data imports over the weekend. If it is important for your data to be imported over a weekend, or on a particular day it is best to contact us first to arrange this. That way we can book an import time for you, and make sure that everything runs smoothly.
Are there any costs for importing data?
No. Our data import service is totally free. It’s just another way we aim to make your life easier.
Do you manage data imports in-house, or do you outsource it?
You can rest assured that with Power Diary all data importing is managed completely in-house by our own data experts. We do not use any outsourced personnel or external data processing systems to manage this.