> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Bring your patients in

> No practice software? Upload a CSV of patients so Robyn can work out who's due back.

If your clinic doesn't use Cliniko or PracSuite, you can upload a list of patients instead. The app asks for "A CSV with a name, a mobile number, and the date they last came in. You choose what each column means, and nothing is imported until you say so."

> [!NOTE]
>
> A spreadsheet has no diary, so Robyn can't book from it. She uses it to work out who's due back and to draft their texts in the Message Queue.

![An example of the guided patient export instructions for Zanda.](https://mintcdn.com/routiq/SlJyh2FTalkgVktf/images/guides/patient-export.png?fit=max\&auto=format\&n=SlJyh2FTalkgVktf\&q=85\&s=d5da30458bfccb4299051780171bda30)

An example of the guided patient export instructions for Zanda. All patient data shown is fictional.

## Before you start

* You need to be an owner or admin.
* Save your list as a CSV file. Excel files won't open: save as CSV first.
* Follow the file-size limit shown during upload.
* A patient export can replace Routiq Demo. If another patient source is connected, follow the connection page before switching.

## Import your list

Open **Integrations** and choose your software. Export guides are available for Zanda, Jane, Halaxy, Nookal, Splose, Coreplus and Gensolve; choose **Something else** for another system. Follow its export steps. You can also press **Upload a spreadsheet** in the **Set up** card on Home.

**1. Upload**

Drop your file where it says "Drop your patient export here", or pick it from your computer. Nothing is imported yet.

**2. Match the columns**

Tell Robyn what each column holds. She suggests matches first, so check each one. Any column she doesn't recognise says **What is this?**. Pick what it means, or leave it. Nothing imports on a guess.

**3. Check**

Robyn shows how many people will be imported, how many are ready to text, and how many come with a note, such as a missing mobile. When it looks right, press the **Import** button. It shows the count, for example "Import 1,284".

You'll see how many patients were imported.

## Columns Robyn understands

| Column | Notes |
| - | - |
| First name, Last name or Full name | One name is enough. |
| Mobile | Needed to text anyone. |
| Last visit | Needed to work out who's due back. |
| Email, Date of birth | Optional. |
| Visits so far, Appointment type, Practitioner | Optional. They help Robyn understand each patient. |
| Appointment price, Total spent | Optional. Appointment price sets the price of each type. |
| Do not contact | Optional. Robyn won't text these people. |
| Allows texts | A No is imported as an opt-out. |
| Next appointment | Keeps someone already booked out of rebooking outreach. |
| Notes | Review the note preview before importing. |

## Uploading a new version

An upload replaces the whole list. It doesn't add to it. Before you import, Robyn tells you how many people in her list aren't in the new file. "Importing stops them being contacted."

To upload a new version, open **A spreadsheet** on the Integrations page, press **Disconnect**, then import the new file.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.