Step 1: Navigate to Setup
Start by logging into your Pabau account using your login credentials. Then, navigate to the "Setup" button located at the bottom of the left sidebar menu to access the Setup page.
Step 2: Access Import Page
Navigate to the Business section and click to expand the "Data" tab. This action will reveal the "Import" sub-tab. Click to access the Import page.
Below, you can start by selecting the software or system you’re importing from. This ensures Pabau can automatically match the correct fields and settings for that platform.
Step 3: Import Client Data
From the Import page, select whether you want to import data from files (like csv, .xlsx, or .xls) or use the Data Cleanse tool to clean and import existing data. Proceed to select "Import from Files."
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Import from files: Upload data directly from your spreadsheets.
Once you’ve chosen the method, select the source system and the type of data you want to import — proceed to select the "Clients" option.
When you select the "Clients" option on the Import page, you'll see a range of import options tailored to your needs — such as contacts, appointments, notes, communications, payments, attachments, activities, forms, GP relationships, and prescriptions.
Regardless of which option you choose, the process is the same — you’ll be prompted to upload your client data file in .csv, .xlsx, or .xls format, ensuring it matches the required template for a smooth import. In this case, select the "Clients" option.
After uploading, click the "Next" button in the top right corner to proceed to map the columns from your file to the corresponding fields in Pabau.
Ensure you initially select the date format at the top left corner of the screen.
Then, any fields that have the "Ignore" option selected are not mapped, and the information in that column will not be imported if set to "Ignore." To include them, click the option, and a dropdown will show where you can select the corresponding field and map the data successfully.
Once mapping is complete, click the "Next" button at the top right corner, and the screen will show that the file has been imported successfully.
By following these steps, you can successfully import client data into your Pabau account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.