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Importing from GlossGenius

  1. Importing from Other Software
  2. Importing from GlossGenius

    3. 6 min read

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

Let Jane be your helping hand while you’re transitioning your busy 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 GlossGenius 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 GlossGenius, we’ve successfully brought over Patients, Past + Future Appointments and Products. 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 Patients from GlossGenius

To export your patient list from GlossGenius, please follow these steps as outlined in their guide:

  • Log in to your GlossGenius account.
  • From the side menu, select Clients.
  • Tap the three dots in the top-right corner ( ••• ).
  • Choose Export Clients.
  • GlossGenius lets you export this report as a CSV file (or they can email it to you) — exactly the format we’ll need to bring it into Jane 🚀

Exporting your Appointments from GlossGenius

To export your past & upcoming appointments from GlossGenius, please follow these steps as outlined in their guide:

Note: There are steps listed in their guide for both the Mobile and Desktop versions of GlossGenius 💡

  • Log in to your GlossGenius account.
  • On the left-hand side, click Insights > Reports.
  • Click Appointments.
  • Now, on the right-hand side, you can enter your date range for the report. If you are part of a Team account, you may be prompted to select team members or All Staff.
  • After you’ve selected your date range, click download Report in the bottom right-hand corner OR select the email option and GlossGenius will email you a copy of your appointment report in a CSV format.

Exporting your Products from GlossGenius

To export your product list from GlossGenius, please follow these steps as outlined in their guide:

  • Log in to your GlossGenius account.
  • Click on Insights in the left-side menu, then click on Reports.
  • Select the Inventory Report from the list of available reports.
  • Choose the desired reporting period (e.g., day, quarter, year, or a custom range).
  • Click Send to have the report emailed to you as a PDF or CSV file. You should also have the option to download this report directly.

Exporting your Charts from GlossGenius

We actually have not seen this data set from GlossGenius before 🔎

They do, however, mention on their website that you can reach out to the Support Team from GlossGenius directly for data export requests if something is not directly available to you. If you can obtain the chart export from GlossGenius, we can then review and see if it can be imported into Jane.

Uploading Your Data 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 > Import Data > Schedule Import area.

An image of the navigational steps for getting started with the imports process

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 🩵

GlossGenius 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 your software provider, 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!