Jane's Guide

Here's all the help you need to use Jane.


Importing from mBiz

  1. Importing from Other Software
  2. Importing from mBiz

    3. 8 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 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 mBiz 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 mBiz, 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 mBiz

To export your patient list from mBiz, please follow these steps:

  1. In the Reports tab in the left-hand menu, navigate to the Client Listing report
  2. Up at the top, keep the first option, Listing, selected
  3. Leave the other toggles below as-is
  4. In the top-right corner, click the Print icon 🖨️ to generate the report
  5. When the report generates, click the Export icon 💾 up at the top
  6. Select Excel from the dropdown
  7. Save the file to your device
  8. Navigate back to the Client Listing report and this time select the second option, Listing with Email/Birthdate/Age
  9. Repeat steps 4-7 above to export this file as well
  10. Navigate back to the Client Listing report and this time select the third option, Listing with Address
  11. Repeat steps 4-7 above to export the additional file

💡 Helpful Hint: To bring over as much patient demographic information as possible (phone number, email, birthdate, gender, address), you will want to export all 3 patient list files as outlined above.

Exporting your Appointments from mBiz

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

  1. In the Reports tab in the left-hand menu, navigate to the Projection Report
  2. In the Date Range fields at the top, filter for one year at a time (e.g. January 1, 2025 to December 31, 2025)
  3. Select a Location
  4. Select ONE staff member from the Staff dropdown
  5. Leave all other fields as-is
  6. In the top-right corner, click the Print icon 🖨️ to generate the report
  7. When the report generates, click the Export icon 💾 up at the top
  8. Select Excel from the dropdown
  9. Title the file StaffMemberFirstName_StaffMemberLastName_YEAR_Appts, e.g. Jane_Smith_2025_Appts.xlsx
  10. Repeat steps 2-9 for each year the staff member has appointments
  11. Repeat steps 2-10 for each individual staff member

💡 Helpful Hint #1: If you receive a “Could not get a projection” error message when trying to generate the report, you will need to filter for a smaller date range, which is why we recommend filtering for one year at a time.

💡 Helpful Hint #2: If you would like to bring over appointments for inactive staff, you can toggle on Include Terminated Staff to select them from the dropdown. Staff members can be marked as inactive in Jane following the import.

⚠️ Please note: As appointment duration isn’t present in the files, we import the appointments with a placeholder duration of 30 minutes. No sweat! Once the import is complete, the appointments can be bulk updated with the correct duration.

Exporting your Products from mBiz

To export your product list and inventory from mBiz, please follow these steps:

  1. In the Reports tab in the left-hand menu, navigate to the Products report
  2. If you would like to include inactive products, toggle on the Include Inactive toggle in the top left
  3. Click the Export option in the top right
  4. The file will download to your device
  5. In the Reports tab, navigate to the Inventory Report
  6. Click the Export option in the top right to download the inventory file

💡 Helpful Hint #1: To bring over your products with their current inventory, both files are required. If you would prefer to start fresh in Jane with inventory, you can skip exporting the Inventory Report.

💡 Helpful Hint #2: If Sales Category information is important to bring over, you can export the reports for each individual sales category. You’ll also want to make sure to recreate each corresponding income category in Jane.

Uploading Your Data into Jane

Thanks for following all those steps to export your data - you’re the snazziest ✨

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 patient list files, the appointment files for each individual staff member & each year, and the products 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 💙

mBiz 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!
Subscribe to our monthly newsletter.