Man at a computer screen to represent moving data from one software package to another

Switching Software

We know that the prospect of switching to a new software provider can seem like a mammoth task, but we’d like to reassure you that if you have found the right provider they will support you every step of the way!

Man at a computer screen to represent moving data from one software package to another

Migrating from other providers

Switching from Cliniko, Jane App, Writeupp or any other software provider? We can help!

When it comes to handling data, we’re seasoned pros! We accept data in many different formats and have experience migrating from many other software providers, too.
When switching to PPS you can choose between a full data migration, or just sticking with the essentials and starting a fresh!

If you decide that you need access to your historical data in PPS, we can offer a full data conversion from your previous software provider.

All of your data

for a seamless transition
£ 120 Prices start from*
  • Data assessment
  • Tailored service
  • Conversion dry-run
  • Conversion manager
  • Bespoke service

PPS includes two built-in data import tools that enable you to migrate your essential data, readily both of which are completely free for all PPS users!

The Essentials

transfer all of your patient data
FREE Included with PPS
  • Client demographics
  • PDF files
  • Patient Images or charts
  • Any documents
  • Unlimited
Moving from Cliniko

Moving from Cliniko is a doddle!

Whether you want to transfer all your data or just the essentials, you can follow Cliniko’s help guide on exporting your data to grab what you need.

We can make the move from Janeapp seamless.

You’ll need to speak to the support team at Jane to get some help exporting your data.

If you are making the switch from Writeupp to PPS we can help to guide you along the way.

It’s really easy to export your data by following this Writeupp help guide. Once you have your data we can start the conversion process or you can begin importing your essential client info.

We’re so well versed in TM2 and TM3 conversions that we can convert all of your data for free!

For TM2 users, you will need to contact TM2 support and request a full export of your TM2 data.

If you are a TM3 user, just follow this TM3 help guide on exporting your data and then get in touch!

Making the switch 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.

Joining us from Nookal?

You can request a full data export from Nookal Support.  There may be a cost associated with this.

Moving from Power Diary is super simple.

Check out this Power Diary help guide for all of the info you need on how to export your data.

If you’re migrating from Pabau you will need to contact their support team to get some more information on the best way to export your data.

Don’t worry! we’ve been around for long enough to know that there are all sorts of weird and wild software solutions out there and we have accounted for this when writing our conversion routines and building our free data import tools.

Before we get started, we’d love to know a bit more about your current provider or solution and we can take it from there!

Contact us for an initial chat today.

What are the benefits of converting your data to your new software provider?

illustration that represents the security aspects of private practice software

Easy and accessible

You won’t need to worry about trawling through filing cabinets, gaps in medical history, missing treatment notes or mismatched billing records. All of your client data will be accessible at the touch of a button, in one central location.

illustration that represents the GDPR compliance of private practice software


With the introduction of new GDPR in 2018, how you manage your patient data has never been more important. Electronic data is easier to keep tabs on, especially when it’s all in one place. It’s much easier to fulfil GDPR requests if your data is all in one place.

Man at a computer screen to represent moving data from one software package to another

Marketing database

You’ve spent years building a relationship with your clients through treatments and various communications including marketing. Migrating your data ensures that none of your clients get left behind, allowing you to maintain that rapport and utilise the marketing data you have worked hard to build.

illustration that shows a person using a laptop as a visual representation of customising private practice software for a new clinic

Minimise set-up time

Familiarising yourself with new software is a task in itself. Having access to your data makes the transition process much smoother and leaves you with the time to focus setting up your shiny new software to suit your clinic needs.

Frequently Asked Questions

Yes, absolutely, we are well versed with migrating data from other providers. We can also help with exporting your data from your current software package.

You can upload your client lists from Excel into PPS using our built-in upload tool. If you have any further data in Excel, such as accounts data and appointments, we can assess this data with the potential to import into your PPS database, too.

It depends on the format that the documents are stored in but 9 times out of 10 we’ll be able to migrate these across for you. We will just need to take a look at the format.

Yes, we can usually convert all of your data into PPS including:

Appointments, Accounts, Clinical Notes, Documents, Client Details.

Each data migration is priced on an individual basis. We take our time to carefully assess your data, requirements and discuss your expectations.

Once we have assessed your data we can give you a quote based on the time and resource required for the migration process, so you won’t be charged any standard fees or minimum costs.

We do our best to keep prices as low as possible and charge fairly based on the effort required to complete the data migration.

If you’re unsure, just drop our sales team a line and we can arrange for a member of our team to assess the data for you.

Get in touch

Before we get the ball rolling, we’ll need to have a chat about your requirements, give us a bit of info so we can get the ball rolling

Transfer your data

You can migrate all of your client details to PPS at the touch of a button. We use a simple spreadsheet format where you can input your data and all of the clever stuff is done behind the scenes

Once you have your client records, you might want some medical history to go alongside that. You can upload as many documents as you like for each patient, this includes PDF files, images and more! If you have paper notes, you can even scan them in, too.