Here’s what we know about moving over from Genbook 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 Customers from Genbook
So coming from Genbook, we’ll need you to upload your Customer List export from the “Customers” tab with as much detail as possible.
The export button is at the top right of the page and will produce a .csv document, which is perfect for Jane to import.
General instructions can be found on Genbook’s support page here.
If you are working in Safari there is a different process needed which you can read about in Genbook’s help document here.
You will end up with an exported Excel document with all of your Customers.
Exporting your Genbook Appointments
Unfortunately Genbook does not currently offer a self export of appointments from their system.
However, it sounds like Genbook may be able to provide you with a CSV appointments report upon special request, which is just what we need to import your bookings to Jane!
If you are unable to obtain the CSV file, it would mean that transitioning your bookings can be a bit of a manual process.
We recommend that you let us import your full customer/client list first, and then you dedicate a day or a weekend to moving over all your appointments manually before going live with Jane - people often choose to schedule their imports over a weekend so that there is some down time in which to move the appointments over.
Often people will only move over future appointments just because of the time required.
Genbook Billing Data
We don’t import billing information into Jane due to the complex nature and different ways of storing financial information.
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!