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.