Here’s what we know about moving over from FreshBooks to Jane.
Disclaimer about our import guides: We create our guides through the experiences we have importing from different software, as well as searching for guide documents from these softwares to assist our customers in transitioning over to Jane. If you have any difficulty while retrieving your data, it’s best to reach out directly to your current software provider.
Exporting Your Client List
- Start off by going to the Clients section
- Click on More Actions
- Select Export Clients. Your Clients, secondary contacts, address information and notes will be exported in a CSV file. If there are more than 1000 Clients, you will see multiple CSV files exported (1000 per file).
If you’d like to see the guide from FreshBooks, you can click here.
Exporting Everything Else
You can follow along with this guide from FreshBooks on Exporting Your Data. It’s a good idea to export as much as you’re able to, to be able to keep a record of previous billing information.
FreshBooks Billing Data
We don’t import billing information as there are formatting issues between the two systems, but we can show you how to manually transition your patient credits and receivables into Jane.
Uploading into Jane
To ensure that your data is uploaded to the correct account, and for security reasons, we do not accept patient data via email. You can upload the files to us in the Settings > Schedule an Import area.
You can find an overview of this process here: Scheduling Your Import
If you need any further help getting all set up to run with Jane, just let us know!