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Reviewing Import Data

Ready to import your data from your old software to Jane? 🚀

Before you do, we strongly recommend reviewing your files to ensure data is not missing or incorrectly placed in the wrong field.

Here are some tips for reviewing your files to ensure your information is accurate and ready for upload:

What information should I review before my Jane import?

Jane imports two common file types: Microsoft Excel and CSV text file. These files are accessible, easy to read, and allows anyone to quickly identify incorrect or missing information.

Once you have attained your files from your previous software, begin by opening the files to review the information prior to uploading them in Jane’s secure import upload area.

Once you’ve opened the file, take a moment to review the columns and rows to ensure data is not missing or incorrectly placed in the wrong field.

Here are a few tips on what to look for:

  • empty fields which should contain phone numbers, emails, addresses
  • misplaced information (emails listed under the phone number column)

Microsoft Excel: Empty fields will be excluded from the import.

✏️ Pro Tip: Take note of the total number of rows in each file. The total number of rows should be close, if not match, the total on the Client List or Appointment Report once the import is complete.


Should any data be missing, you can either reach out to your old software provider or you can enter the value into the spreadsheet and save the file.

Here’s a comprehensive list of fields that Jane can import: Diving Deeper Into Importing

Where I can review my data after the import is complete?

After an import is complete, it’s best to review the Client List Report and the Appointment Report. These reports can be found by selecting Reports in the top blue menu bar and navigating to the report name on the left menu.

What should I do if I think data is missing or misplaced?

If you believe there may be missing data, you can review what’s missing in Jane and then take a look at the files you uploaded for us. This can often provide a great look at if all of the information you were expecting was included if you didn’t get a chance to view this before the import.

If you need a hand reviewing the data or if something is missing, feel free to reach out to us at any time, though.

Where is X patient? Why doesn’t patient X have an email address? The most common reason we see these questions pop up is due to missing or misplaced information in an uploaded file.

Pro Tip: To quickly search your uploaded file, try using the search function Command+F on your keyboard for Mac, or Ctrl-F on a PC.

If your uploaded file contains the missing information, the next step is to send an email to our Imports Team with the issue.

When connecting with the Import Team it’s best to provide a unique identifier:

  • client initials
  • phone number
  • date of birth
  • appointment date and time

Along with the issue.

✉️ Here’s an example email:

“Hi Support, I noticed Client #34 is missing his phone number. I checked the uploaded files and it is listed. Could you please see if there is anything else I can do?”

We hope that this is helpful! Don’t hesitate to reach out to us at [email protected] if you have any further questions about reviewing data, or looking for missing data. We’d be happy to guide you in the right direction :)

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