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Importing from EZFacility

  1. Importing from Other Software
  2. Importing from EZFacility

    3. 6 min read
    Balance Plan Practice Plan Thrive Plan

Jane is here to make your switch a stress-free one 💙

Let Jane be your helping hand while you’re transitioning your busy fitness practice. We have dedicated staff who can answer any questions that may come up along the way to ensure switching over is easy. We’ll work with you to help set up your account and guide you through importing your data, so you can hit the ground running. 🏃‍♀️

It doesn’t stop there! After you’re settled in, you’ll always have free and continued ongoing support from the Jane team whenever you need it.

📹 Join us each month for our webinar “Everything You Need to Know About Switching to Jane”. We’ll walk you through the process of moving to Jane and share our top tips so that your import, setup, and onboarding run smoothly. Sign up or learn more.

Moving from EZFacility to Jane

While moving your practice to Jane, we’ve got your back every step of the way. Whether you’re thinking about making the move, or have already signed up for your new Jane account, our dedicated support teams are available to ensure your success in getting started with us.

The best part? That’s all free with Jane. Even if you’re not practicing with Jane yet, feel free to reach out to us with any burning questions you have!

What can you expect?

Coming from EZFacility, we’ve successfully brought over clients and past & future appointments. Below you’ll find step-by-step instructions for how you can export your data when you’re feeling ready to make the switch to charting, billing and booking in Jane 💙

What can we import?

Exporting your Clients from EZFacility

To export your client list from EZFacility, please follow these steps:

  1. In EZFacility, click on the Administration tab
  2. Scroll down and click on Export Clients under the Client Administration section
  3. To export your complete client database, keep All Contacts selected in the dropdown
  4. Click Generate Report
  5. Once the report has generated, click the Save icon 💾
  6. Select Excel
  7. Click Save to save the file to your device

Next, to ensure any inactive clients are labelled as inactive in Jane, you’ll want to also generate a list of inactive clients by following these steps:

  1. From the same Export Clients page, select Inactive Clients from the dropdown
  2. Click Generate Report
  3. Once the report has generated, click the Save icon 💾 > Excel
  4. Title the file Inactive Clients and click Save

Once you have the complete client list + inactive client list files, both files can be uploaded into the import area in Jane.

🔗 EZFacility has a handy guide to walk you through the steps above: How to Export Client Demographic Information

Exporting your Appointments from EZFacility

To export your past & upcoming appointments from EZFacility, please follow these steps:

  1. In EZFacility, click on the Reports tab
  2. Scroll down and click on Attendance Report under the Marketing Reports section
  3. Select a start date in the desired report start date field
  4. Select an end date in the desired report end date field (don’t forget to filter past today’s date to capture upcoming appointments!)
  5. Leave the other dropdown fields as Show All
  6. Click Generate Report
  7. Once the report has generated, click the Save icon 💾 > Excel
  8. Click Save to save the file to your device

💡 Helpful hint: In case exporting the full date range of appointments causes EZFacility to timeout, you can generate and export the report year-by-year. All the appointment files can then be uploaded in the import.

🔗 EZFacility has another handy guide on how to export your appointments: Attendance Report

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re a catch ⚾️

The final step will be to upload your data in the import in Jane. You can navigate to Settings > Schedule an Import > View Details to securely upload the complete client list file, the inactive client list file, and the appointments Excel files.

For a walkthrough of the import process from start to finish, please review our guide on Scheduling Your Import

You did it! Once the files have been uploaded and you’ve clicked the Done button in the import, we’ll get started on bringing in your data as soon as we can and reach out if we have any questions. We look forward to having you join the Jane community 💙

EZFacility Billing Data

When moving over from another software to Jane, the one thing we like to make note of is the fact that we can’t import billing data. This type of data is quite complex and does not transfer between software, as each software formats this data differently. It’s best to keep any records you need on hand securely outside of Jane, but we can help guide you through how to manually transition your patient credits and receivables to Jane.

We’ve leveraged our experience with various software imports, along with official guides from other software providers, to create this comprehensive resource for transitioning to Jane. For questions about downloading your data, we recommend first reaching out to EZFacility directly as they’re the experts on their system. If you have any further questions or need additional support, please don’t hesitate to contact us – we’re here to help!
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