Move from another system: import clients, notes and recordings

Clients and appointments (CSV)

1. 1

   Step 1: In your old system, export the client list, and the upcoming appointments if you want them, as a spreadsheet (CSV). Almost every practice system can.

2. 2

   Step 2: In Olive Grove, open Clients > + New > Import clients or appointments… and choose the file.

3. 3

   Step 3: Columns are matched by their names. Check each match and change any that is wrong.

4. 4

   Step 4: Look at what each row becomes, then import. Nothing is added before that.

• Anyone already in Olive Grove is skipped, so importing twice adds nobody twice.
• Only upcoming appointments are imported; past and cancelled ones are skipped.

Past notes

Press New > Add past sessions, choose the client, then choose Word (.docx), PDF, text or Markdown files, or paste the text. Notes are split into dated sessions in a table you check; then they are written up one at a time in the background. Your files are only read, never changed. A day that already has a session is skipped unless you tick it.

Recordings

See Add a session you did not record to import audio or video files.