Make your switch from TM3 to Zanda smooth and hassle-free with our comprehensive data import guide and support.
We can import your data from TM3 into your Zanda account!
Practices are frequently moving from TM3 to Zanda. To find out why and learn how the two compare check out our Zanda vs TM3 Comparison Article.
- We want to make your move from TM3 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 TM3?
- How do I export my data from TM3?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from TM3 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 TM3-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 TM3 data:
based on previous TM3 imports conducted by our Team, we can import:
- Clients
- Referrers (Contacts in TM3)
- Referrals (Client medical contacts in TM#)
- Appointments
- Services and Products (Stock in TM3)
- Tasks
- Third Parties (Businesses/Accounts in TM3)
- Invoices & Payments
- Notes (Case notes, Treatment Notes, Assessment, Extended Notes, Modality, Pain Annotation) to be located in each relevant profile under Records > Notes
- Client documents (including letters): see requirements in our "Importing your Data FAQ" helpdesk article - click here
* 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 TM3
Follow the steps listed on TM3 support website for exporting your data from TM3. You will need to perform the steps to export each data type you'd like to be imported into Zanda.
If you are unsure how to export your data from TM3, please reach out directly to their support team as they would be best placed to assist you with this.
Important Notes
We do not yet have any Important Notes to share that are specific to just TM3 data, however, we do recommend that you read all generic important notes relevant to importing your data, as documented here as this is relevant and important for you to be aware of.
If you have any questions, please contact us at support@zandahealth.com
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