Our Data Conversion service is designed to migrate your data from your previous software system into your Nookal account with minimal technical knowledge.
This page is part of our Moving to Nookal guide – if you have just discovered this page, please consider starting from the beginning.
🦹 Choose Your Team
First, you’ll need to assemble your team of heroes:
- ☎️ Primary Contact – The go-to person in your team who communicates with us.
- 💻 System Administrator – Has administrator-level access to your previous system.
- 🖋️ Business Owner – The leader of your dream team (who owns the data).
They could be three different people, or all the same person.
⚡ Select Your Software
We’ve helped our users migrate data from plenty of different software products, and we’re always happy to have a chat about how we can help you.
Select your Software: | |
We migrate your: |
✔️ Clients List
✔️ Contacts List
✔️ Locations
✔️ Staff Profiles
✔️ Appointments
✔️ Clinical Notes
✔️ Services List
✔️ Classes List
✔️ Inventory List
✔️ Client Invoices
✔️ Documents / Files
|
You set up: |
🔲 Letter Templates
🔲 Clinical Note Templates
🔲 Reminders and Recalls
🔲 Permission Groups
|
You will need: |
🔲 Administrative access to your Account
🔲 Data Exports enabled for your Account
🔲 Administrative access to your Server
🔲 Administrative access to your Database 🔲 The location of previous Backups 🔲 The location of previous Documents (JPGs, PDFs, etc)
|
Not a problem. Have a chat with our expert Conversion team to see what data we can migrate for you. |
Available data types are subject to change based on software versions.
Availability will be confirmed in the Trial Conversion process.
🕵️ Check Your Inactive Records
Invisibility is in most superhero wish lists (mine too), but… if we can’t see it, we’ll miss it.
Do you have any inactive or hidden Locations or Staff? | |
Consider | Maybe you sold or closed a clinic location? Maybe there’s a staff member no longer working with you? |
Solution | Set all Locations and Staff to be migrated as active in both systems. |
🥸 Confirm Your Names and Labels
Your secrets are safe with us, but we need to know we’ve got the right details.
Are your Locations and Staff named exactly as in your previous software? | |
Consider | “Washington” is not the same as “Washington DC”. “Mary-anne” is not the same as “Maryanne”. |
Solution | Label all Locations and Staff the same in both systems. |
📅 Lock it in, Eddie.
That’s it! Now you’ve got your dream team ready-to-go and know what we need from you, it’s time to talk to us about booking Trial and Final Conversion dates.
Or, if you have any questions about your migration or any part of this process, just send our friendly team a message, we’re here to help you.
🚨 Don’t forget…
It is absolutely critical that you make time to check your data after we have processed it and before you use your account operationally.
Once you start using your account, the ability to correct any issues with your data becomes significantly difficult – if not impossible.
Check out our guide on how to Check Your Data – it’s quick, easy, and you won’t regret it.
🙏 Thank You
Thanks for reading this guide – I hope you enjoyed reading it as much as I did writing it.
If you have any questions, comments, feedback for us about it, we’d love to hear it.
It’s fantastic to have you on-board with us at Nookal.
I look forward to hearing of your success.