Move to DappleOS. We’ll do the heavy lifting.

Start by uploading the files your current system provides through your private migration link. You do not need to clean spreadsheets or restructure the files first. Our Migration Agent uses AI to prepare the data and propose treatment and user mappings for your approval. Your dedicated transition team from DappleOS Customer Success helps you review the prepared data and report, coordinates setup and training, and guides the final export and changeover. Your clinic approves the mappings and signs the Data Migration Report before import.

There is no DappleOS template for your clinic to fill in. The Migration Agent uses AI to identify, sort and structure the uploaded files, including multi-tab and split exports. It cleans recoverable formatting problems in dates, phone numbers and email addresses, handles duplicate records and lists the changes in your report. It also proposes matches between your old treatments and staff and the treatments and user accounts in DappleOS. Anything missing or unclear is flagged for review rather than guessed.

We scope up to seven years of supported history, depending on the source export. This includes medical and clinical notes with their original dates, linked to the correct patient and practitioner. Other records can include patient details and exported marketing consent; appointments, treatments, staff, rosters, locations and calendar blocks; invoices, payments, gift cards, credits, packages, loyalty points and retail products. Documents and images can be imported optionally, depending on your source system and the available exports; we confirm this during migration planning. Stock-on-hand is outside scope. The migration window does not determine your record-retention obligations: your clinic must retain all records required by applicable law, including older records outside the migration scope.

The clinic reviews a Data Migration Report with counts, dollar totals, repairs, decisions and known limits before signing. Those expected figures are frozen at sign-off. After import, DappleOS reads the live account back, reconciles it against the signed figures and blocks go-live when a material shortfall remains unresolved.

Your dedicated Customer Success transition team helps plan training for your clinical and reception teams. We provide online training sessions and self-paced online courses, so your team can learn around the clinic’s working day. In-clinic training is also available as an optional paid service; we agree availability and costs with you beforehand. We plan training alongside your data migration and chosen go-live date, with support through your first 30 days.

Where a two-phase move is suitable, we import and check historical records while your clinic continues using its current system. We then agree when to stop changes and online bookings there, take a final export and switch across. Timing and any interruption are confirmed in your clinic’s changeover plan.

Files are uploaded through a private link protected by an SMS code and go directly to encrypted storage. The process avoids emailing spreadsheets or keeping a copy on a staff member's laptop. Human review is used for exceptions, approvals and sign-off rather than routine file handling.

We agree your migration and onboarding schedule around your exports, training and chosen go-live date. Your dedicated Customer Success transition team plans the steps with you, allowing for mapping approval, report sign-off and any data issues that need a decision before import.