Importing Your Data
We are able to assist with importing data into your Power Diary account. There are no charges associated with the import. We require the data to be in Excel or CSV format. We can also accept database backups in BAK format. You can upload your data to us directly via Setup > Data Import.
In this article:
What we can import
Depending on the format and the content of the data provided, we are typically able to import the following data into your account:
- Client details
- Third Parties (Billers)
- Financial Information (in some circumstances - see below)
Depending on where the data came from and what format it is in we may not be able to import all of the above. If this is the case we will contact you upon reviewing the data.
Appointment data must contain a clear link to the client for the appointments to be imported as client appointments. This is typically provided with a column containing the unique client ID, or else the clients full name related to the appointment. If there is no clear link to the client the data will be imported as personal appointments with the details of the appointment in the appointment title.