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Importing from Schedulicity

Here’s what we know about moving over from Schedulicity 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 Patients from Schedulicity

So coming from Schedulicity, we’ll need you to upload your Client export with as much detail as possible.

The Complete Client List report can be found by logging into the Schedulicity website, and going to My Business > Settings. From here you can export to Excel.

Exporting your Schedulicity Appointments

We have had customers mention that it’s easier to use the Agenda View option to retrieve the appointments file as it includes ALL practitioners in the account in a single file instead of individually as outlined below. We can’t confirm this, but if that works, we hope it helps! We’ll still require that file in Excel or CSV for appointments.

You can export your Schedulicity appointments by logging into the Schedulicity website, and go to My Business > Reports. From the settings panel click on Schedule by Provider/Instructor, which will bring up the exporter so you can select the staff and date range of appointments to export.

Schedulicity appointment data can only be exported one practitioner at a time, so after downloading all of your practitioner’s schedules you’ll need to compress them into a zip file. Put all of your staff schedules into a single folder on your computer, right-click the file or folder, select Send to, and then select Compressed (zipped) folder. A new zipped folder with the same name is created in the same location.

If you have a lot of data some exporters seem to time out, so if that happens just break your appointments up by years (or smaller date ranges if necessary) and export each file separately. Don’t forget to export your future appointments as well as your past appointments.

Schedulicity Billing Data

We don’t import billing information as there are formatting issues between the two systems.

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!

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