Practices often move from Timely to Zanda. To find out why and learn how the two compare check out our Zanda vs Timely Comparison Article.
- We want to make your move from Timely as seamless and pain-free as possible.
- Once you have made the decision to move over to Zanda, we are able to assist with importing data into your Zanda account as a once-off complimentary service. There are no charges associated with the import.
- If your migration to Zanda is time sensitive, please contact us to discuss the option of booking your import in with our Team, to ensure that it gets the priority that it needs.
This article covers:
- What data can be imported from Timely?
- How do I export my data from Timely?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from Timely to Zanda.)
Additional information:
Please click on these links to access additional important/relevant information to your data import, and getting ready to switch over to using Zanda.
- Importing your Data - Generic Information: click here. This article includes:
- When can I get my data imported?
- What we can Import (generic - dependent on the data presented)
- Data formats we can work with
- When should I switch over to using Zanda?
- How do I share my data with Zanda?
- How long will the import take?
- Practitioners
- Switching Systems
- Post Import Enquiries
- Important Notes (generic to all imports)
- Importing your data - FAQ: click here
- Are you ready to switch over to Zanda? click here
- Setting up your Account and Training Users: click here
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this Timely-specific article. If you have any questions that aren’t answered in any of these articles, we encourage you to contact us.
We can import the following Timely data:
based on previous Timely imports conducted by our Team, we can import:
- Clients
- Appointments
- Client Notes
- Client files/documents: see requirements in our “Importing your Data FAQ” helpdesk article - click here. These will take 1-2 weeks to reach your account after your data has been imported, as this process is different to importing your data, and more time-consuming and manual.
* If there is any other data that is of particular importance to you, to have imported, and has not been mentioned in the above list, please let us know, and our Team can check your data to try to locate that data and ascertain if it is viable for import.
Exporting your data from Timely
To export your data from Timely, follow the steps below.
- Navigate to Reports.
- Under ‘Choose a Report’ select Appointment Schedule.
- Select All Time as the date range.
- Select All Staff.
- Click View Report.
- Click Download and select CSV.
This will download the data into CSV format to your computer. Repeat the above steps for the Customer List and Customer Notes.
If you are unsure how to export your data from Timely, please reach out directly to their support team as they would be best placed to assist you with this.
Important Notes
- We do not yet have any Important Notes to share that are specific to just Timely data. We do recommend that you read all generic “Important notes” relevant to importing your data, as documented here as there are relevant learnings and important information relevant to your data import that you need to be aware of.
If you have any questions, please contact us at [email protected]
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