Moving from Coreplus to Zanda

Move from Coreplus to Zanda effortlessly with our complimentary data import service. Read our detailed guide for steps and important notes.

We can import your data from Coreplus into your Zanda account! 

Practices are frequently moving from Coreplus to Zanda. To find out why and learn how the two compare check out our Zanda vs Coreplus Comparison Article.

• We have invested in developing a streamlined process for importing Coreplus Data, which allows our Team to prepare your data for import in a more efficient and timeous manner. 
• We want to make your move from Coreplus as seamless and pain-free as possible. Once you have made the decision to move over to Zanda, we are able to assist with importing data into your Zanda account as a once-off complimentary service. There are no charges associated with the import. 
• If your migration to Zanda is time sensitive, please contact us to discuss the option of booking your import in with our Team, to ensure that it gets the priority that it needs.

This article covers:

• What data can be imported from Coreplus?
• How do I export my data from Coreplus?
• Important Notes (learnings/information that our team has gathered and documented specific to migrating from Coreplus to Zanda.)

Additional information:

Please click on these links to access additional important/relevant information to your data import, and getting ready to switch over to using Zanda.

• Importing your Data - Generic Information: click here.  This article includes:
  • When can I get my data imported?
  • What we can Import (generic - dependent on the data presented)
  • Data formats we can work with
  • When should I switch over to using Zanda?
  • How do I share my data with Zanda?
  • How long will the import take?
  • Practitioners
  • Switching Systems
  • Post Import Enquiries
  • Important Notes (generic to all imports)
• Importing your data - FAQ: click here
• Are you ready to switch over to Zanda? click here
• Setting up your Account and Training Users: click here

We can import the following Coreplus data:

based on previous Coreplus imports conducted by our Team, we can import:

• Clients
• Appointments
• Client Contacts
• Referrers
• Referrals
• Products and Services
• Invoices & Payments
• Notes (These are received in HTML format and will be imported to Records > Files, and tagged as "Notes" so that they can be located easily)
• Client files/documents

* If there is any other data that is of particular importance to you, to have imported, and has not been mentioned in the above list, please let us know, and our Team can check your data to try to locate that data and ascertain if it is viable for import.

Exporting your data from Coreplus

A Customer migrating from CorePlus to Zanda will typically provide the following files:

1. clientDetails.txt
2. familyDetails.txt
3. insurerDetails.txt
4. Referrals.txt
5. referrers.txt
6. serviceTypes.txt
7. appointments.txt
8. invoices.txt
9. invoice_billing_items.txt
10. Payments.txt
11. injuryIllnesses.txt
12. medicationDetails.txt
13. treaterDetails.txt
14. Notes
15. Files / Documents

Important Notes

• Please ensure that the data has been unlocked with the password provided by Coreplus before submitting it for import. If not, please email us to supply the password for unlocking the zip file.
• There is no duration included for the services so this information will be extracted from the name/description of the service as best we can, however, you may need to review the services after import to correct any durations (via Setup → Services).

• HTML Session Notes will be imported to Records → Files with a tag of "Notes". This allows retention of the original formatting and appearance of the session note. *The Note date = the File date
• There is no link provided between the appointments and invoices. Coreplus don’t provide a foreign key to link Invoices and Appointments.  Invoices and Appointments can be imported respectively, but unfortunately cannot be linked
• There are no invoice items provided in the export from Coreplus. We try our best to extract the invoice item from the invoice notes, however, in cases where the item is not recorded, we will default the invoice item name to 'Item' (the invoice item is the name of the service or product that is being charged for on the invoice).
• Some clients and invoices do not have a practitioner listed which is a default field for importing this data. In these cases, we will default the practitioner to the default practitioner in the account (this is the first practitioner created in the account that is still active).
• The invoice number from Coreplus does not meet our requirements for invoice numbers as it includes a non-numerical character. As such, the invoice number for imported invoices will be different in Zanda to what it was in Coreplus. The numbering will be sequential based on the last invoice number in your Zanda account at the time of import (set in Setup > Configuration > Invoices > "Last Invoice Number".)
• Some payments do not have a payment method listed, therefore we will default a payment method of 'Paid' as this is a required field for importing.
• In addition to the learnings we have shared here, we do recommend that you read all generic important notes relevant to importing your data, as documented here as there are learnings and important information relevant to your data import that you need to be aware of. 

If you have any questions, please contact us at support@zandahealth.com

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