Seamlessly transition from Setmore to Zanda with our free data import service. Learn more about the process and benefits in our comprehensive guide.
Welcome! We can import your data from Setmore into your Zanda account
- Practices often move from Setmore to Zanda. We want to make your move from Setmore 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 Setmore ?
- How do I export my data from Setmore?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from Setmore 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
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this Setmore-specific article. If you have any questions that aren't answered in any of these articles, we encourage you to contact us.
We can import the following Setmore data:
based on previous Setmore imports conducted by our Team, we can import:
- Clients
- Appointments
* 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 Setmore
You can reach out to Setmore customer support for assistance with exporting your Customer Contacts and Appointments to a CSV file. These can be imported into your new Power diary Account as Clients and Appointments.Important Notes
- We do not yet have any Important Notes to share that are specific to just Setmore data. We do recommend that you read all generic "Important notes" relevant to importing your data, as documented here as there are relevant 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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