Other companies and software providers can sometimes make it difficult to try and trap you into using their service but under GDPR as such letting us see the data first is most helpful.
If you have external client records then these can be imported via a CSV file. Most spreadsheets can be saved in this format.
Either raise a ticket for free support to import your clients (via the above link or email support@sif.health), or if you just have a simple list in a CSV file including First Name, Last Name, Email Address, Telephone Number then follow the simple steps below:
From your business dashboard select Clients from the left hand.
Step 1: Select Import Clients CSV. Provide your CSV file. Under CSV file select choose file and find the file to import.
Select next.
Step 2: Review your data. Select the right column headers for the correct columns and then preview import. This can take a little while if you have lots to import. You should be able to select the vast majority of columns from your csv e.g. Address, Name, Phone Number.
Step 3: Preview Actions
It then allows you to review the data it finds and shows whether that client already exists, if any email addresses are invalid and/or how the system will use that data to create the client.
Scroll down to the bottom, and if you're happy then select import
Step 4: Follow the above steps for your client notes (if you have any to import). The only difference, on step 1, select Import Notes CSV