Make your switch from PracticePal to Power Diary smooth and hassle-free with our comprehensive data import guide and support.
Welcome!! We can import your data from PracticePal into your Power Diary account
Practices are frequently moving from PracticePal to Power Diary. To find out why and learn how the two compare check out our Power Diary vs PracticePal Comparison Article.
- Practices often move from PracticePal to Power Diary. We want to make your move from PracticePal 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 PracticePal?
- How do I export my data from PracticePal?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from PracticePal 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 - dependent 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
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this PracticePal-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 PracticePal data:
based on previous PracticePal imports conducted by our Team, we can import:
- Clients
- Referrers
- Services
- Appointments
- Invoices and payments
- Forms (as client notes)
- Client files/documents: 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 PracticePal
You will need to export a BAK file of your PracticePal database. For assistance in obtaining the BAK file of your database please contact the PracticePal support team.
If you are unsure how to export your data from PracticePal, 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 PracticePal 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@powerdiary.com
Don't have a Power Diary account? No problem! Get started with a 14-day free trial.