Import Client Data

Therapyzen's data import tool will import your client records from a previously used software product or from a spreadsheet you have created. Follow these simple steps to import your client records and start managing them in Therapyzen in just a few minutes.

1. Getting Started

Navigate to the Settings area of Therapyzen and locate the Data Import tab.

2. Select the Primary Clinician for Import

The import tool will assign all of the clients in your import file to the clinician you select in this step.  If you are part of a group practice with multiple clinicians, you will need to create a separate client import file for each clinician and import them individually.

3. Select and Upload Your Client Data File

Therapyzen requires that your import file be in .CSV file format to import successfully.  You can create a .CSV file using applications such as Microsoft Excel or Google Sheets.  Click the Select Files button or drag-and-drop your file into the upload box to continue.

4. Map Your Import File Columns to Therapyzen's Data Fields

Once you have uploaded your import file, you will now match your client data to Therapyzen's available data fields.  Some fields may match up automatically, however you will probably need to select columns from your file and match them.  Use the the dropdown menus in the My Import File Columns section to map your fields to ours.

As you select columns from your import file, you will see two rows of sample data from your file to confirm you are working with the correct data column.  Once you have finished matching all of your available fields to the Therapyzen equivalent, click the Import Now button at the bottom of the page.