Moving from WriteUpp to Power Diary
We can import your data from Writeupp into your Power Diary account!
- We want to make your move from WriteUpp as seamless and pain-free as possible.
- Once you have made the decision to move over to Power Diary, we are able to assist with importing data into your Power Diary account as a once-off complimentary service. There are no charges associated with the import.
- If your migration to Power Diary 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 WriteUpp?
- How do I export my data from WriteUpp?
- Important Notes ( learnings / information that our team have gathered and documented specific to migrating from WriteUpp to Power Diary.)
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 Power Diary.
- Importing your Data - Generic Information: click here. This article includes:
- When can I get my data imported?
- What we can Import (generic - dependant on the data presented)
- Data formats we can work with
- When should I switch over to using Power Diary?
- How do I share my data with Power Diary?
- 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 Power Diary? click here
- Setting up your Account and Training Users: click here
We can import the following WriteUpp data:
based on previous WriteUpp imports conducted by our Team, we can import:
- Client Profiles
- Appointments
- Invoices and payments
- Notes (uploaded into the client's records under Records > Files)
- Documents / Files (uploaded in the client profile under Records > Files) 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 WriteUpp
Please follow the steps outlined in this WriteUpp support article on exporting your data.
Important Notes
- While the WriteUpp data does include invoices, it doesn't include any sort of link between the invoice and appointment.
- We 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@powerdiary.com
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