Help center > Getting started > Importing data from your previous system
Importing data from your previous system
- Importing data from SimplePractice
- Importing data from TherapyNotes
- Importing data from TheraNest
- Importing data from Counsol
- Importing data from ChiroTouch
- Importing data from Charm EHR
Importing data from SimplePractice
To import client data from SimplePractice, you need to do the following.
- Navigate to Settings > Practice > Data export.
- Click Start export.
- Choose All clients in the practice.
- Select Complete in the next dialog and UNCHECK the Require password checkbox. We're going to be uploading the data through our Secure Data Import tool so the password protection isn't necessary.
IMPORTANT: please make sure the require password checkbox is unchecked. The import will not work otherwise.
- SimplePractice will send you an email once your data export is ready. It may take a few hours depending on how much client data you have. You can download the export by clicking the Download link.
- Upload this file into the Practicepicnic data import tool at Settings > Import Data. Make sure to select SimplePractice from the dropdown. Click Import once the upload progress completes.
That's it. Practicepicnic will take a few hours to import your data. You will receive a notification from the system when the import is complete.
Importing data from TherapyNotes
To transfer your data from TherapyNotes to Practicepicnic, you'll need to first export your data from TherapyNotes and then import it into Practicepicnic.
Export your data from TherapyNotes
Click "Patients"
Click "Export Spreadsheet"
Click "Patient List"
This will download a file to your computer. You will use this file to import your data into Practicepicnic.
Import your data into Practicepicnic
Navigate to Settings > Import Data.
Upload the file that you downloaded from TherapyNotes. Make sure to select "TherapyNotes" under Where are you importing data from?.
You can leave the Additional Information field blank.
Click Import Data.
That's it! Importing will take a few hours. You'll receive an email notification when the import is complete.
Importing data from TheraNest
To transfer your data from TheraNest to Practicepicnic, you'll need to first export your data from TheraNest and then import it into Practicepicnic.
Export your data from TheraNest
Navigate to Clients.
Click this icon.
Select All under Show Columns.
Now, click this icon.
Click Download CSV
This will download a file to your computer. You will use this file to import your data into Practicepicnic.
Import your data into Practicepicnic
Navigate to Settings > Import Data.
Upload the file that you downloaded from TheraNest. Make sure to select "TheraNest" under Where are you importing data from?.
You can leave the Additional Information field blank.
Click Import Data.
That's it! Importing will take a few hours. You'll receive an email notification when the import is complete.
Importing data from Counsol
To transfer your data from CounSol to Practicepicnic, you'll need to first export your data from CounSol and then import it into Practicepicnic.
Export your data from CounSol
Select the Clients icon.
Scroll to the bottom of the page and click on Active Clients - List Download Zip/CSV link.
Select the client data you'd like transferred to Practicepicnic. We recommend checking all the fields.
Click the List Download Zip/CSV button. This will download a file to your computer. You will use this file to import your data into Practicepicnic.
Import your data into Practicepicnic
Navigate to Settings > Import Data.
Upload the file that you downloaded from CounSol. Make sure to select "CounSol" under Where are you importing data from?.
You can leave the Additional Information field blank.
Click Import Data.
That's it! Importing will take a few hours. You'll receive an email notification when the import is complete.
Importing data from ChiroTouch
First, export the patient list from ChiroTouch. To export your patient list from ChiroTouch, please follow these steps:
- In Billing Statement & Reports, click on the Data Export tab
- On the left-hand side, select Patient Data (third option down)
- In the Options menu:
- Select Patient Inactive
- Select the FALSE toggle
- Click ADD
- Click EXPORT on the right
- In the window that pops up:
- Name the file "Active Patients"
- Click Open to save the list of active patients to your computer
On Practicepicnic > Settings > Import Data, upload the file that you downloaded. Select Other as your source and under Additional Information, include the text "ChiroTouch".
Importing data from Charm EHR
Export the patient list from Charm EHR. Under the Patients area in Charm EHR, the Patient List report can be exported to CSV for importing into Jane by clicking on the More Options (…) icon.
On Practicepicnic > Settings > Import Data, upload the file that you downloaded. Select Other as your source and under Additional Information, include the text "Charm EHR".