Moving to CliniqSync
Importing clients from a spreadsheet or other software
Bring your whole client list over in a few minutes.
You can bring your client list over from your current software or any spreadsheet.
- 1Export your client list from your current software as a spreadsheet (CSV or Excel). Most practice software has an export option under its reports or settings.
- 2In CliniqSync, go to Clients → Import clients.
- 3Upload the file and match each column (first name, last name, email, phone and so on) to the right CliniqSync field.
- 4Review the preview, then import.
Tip
Clean up duplicates in your spreadsheet before importing. It's much faster than fixing them afterwards.
Good to know
Imported clients don't receive any emails when they're added.
Updated October 12, 2026
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