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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.”
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.

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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.
  • Up to 20,000 rows and 8 MB.
  • You can’t upload a spreadsheet while Cliniko, PracSuite or Routiq Demo is connected.

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Import your list

Open Integrations, then A spreadsheet. 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.

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Columns Robyn understands

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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.