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Import clinic data with Smart Data Importer

Open Data Importer

Upload a CSV or Excel export, map columns, preview rows, then import patients, treatments, products, and more.

Smart Data Importer brings existing records into Documenti from a spreadsheet. A guided wizard covers upload, column mapping, preview, and import — with templates for each data type so you know which columns are expected.

Open the importer

  1. Open Import from the main menu (under settings / integrations).
  2. Choose what you are importing (patients, treatments, notes, products, procedures, users, tasks, fridge temperatures, and more).
  3. Optionally download an example CSV template first.
Smart Data Importer start screen with data type list
Start an import — pick a data type, upload CSV or XLSX, then map columns.

Upload, map, and preview

  1. Upload your CSV or XLSX file (CSV is usually faster; XLSX up to 150 MB).
  2. Confirm the suggested column mapping — override any field that looks wrong.
  3. Preview the rows and fix warnings before you import.
  4. Run the import — progress continues in the background.

Tip

Need treatment-map overlays from a marker spreadsheet? Use Import treatment maps on the same Import page for that specialised flow.

Note

Imports are organisation-scoped and admin-only, with audit logging. Linked records (for example treatments) need matching patients already in Documenti or included in the same import plan.

What happens next

Still stuck?

Send us a message and we'll get you sorted. If you already use Documenti, sign in at app.documenti.co.uk or email our support team.

Contact support