Welcome to coreplus!
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We are excited to have you and want to make the transition from Cliniko to us as seamless as possible!
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We have put together a guide below that outlines what you will need to complete prior to the import.
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Our trial period is untimed and unlimited. This is because we know as practice owners and health practitioners, one of the key factors that greatly influence the success of your healthcare organisation is choosing the right practice management system for you.
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We would suggest, if you haven't already, to take the time to get familiar with coreplus and its features so that when your import is completed, your already an expert!
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I will link several training guides below that will assist:

These guides pertain particularly to the set up of new users, and basic training, however, we have an extensive catalogue of step by step guides for every area of coreplus that can be found here!

Cliniko have a step by step guide on how to export all of your current data, you can find the guide here: Export your data
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In preparation for importing your data, there are a few steps that you must ensure are completed within your coreplus account before we can move forward.
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​1. Create all Users required within your account

2. Create all relevant Sites/Locations required within your account

As past appointments , clients', invoices etc will be linked to a Practitioner as well as a location, it is important to have this information set up and correct within your coreplus account prior to you uploading the data import templates.

💡 Practitioner Names and Site Names must match what is entered in the Data Import Templates

Our new customers can take up our offer of a once-off, free data import for the following items:

Once you have the ZIP folder containing all your data from Cliniko, you are about ready to import your data in to coreplus.
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​1. Right click on the ZIP folder > Extract All.

2. Decide what you wish to have imported, and then click on the various options below to download the templates:

3. Populate the templates as required. The columns are the fields that we can import.
It is vital that no extra columns are added and the order of the columns is not changed.
Follow the format of the examples in the first rows as a guideline for entering your data.
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🛑 The Green columns are mandatory!
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4. Once completed upload your completed templates into your coreplus account. To upload, from the Dashboard, click on Files > Personal Files. You can then either drag and drop the files or click Upload.
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5. Contact the Success Team at success@coreplus.com.au to let us know this step has been completed.
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6. Our team will then confirm it's ready to go and proceed with the import.
Once completed we will contact you.
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💡 Please allow at least 5 business days for your data import, however, this usually takes us less than 2, once the formatting requirements are met with the templates you've populated
💡 ​Here is the guide on core plus data import
💡 If you have any questions regarding the import process, please email us at support@coreplus.com.au
💡You can also contact us via live chat by simply log into your coreplus account and clicking on the question mark in the bottom left corner and clicking on Live Chat
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