Migrate your Cliniko data

Patient records export cleanly from the Data Exports panel as structured rows including demographics, contact info, and insurance profiles. We preserve the patient's full appointment history, linked invoices, and chart attachments under the same patient ID during migration.

The old Appointments export has been deprecated and replaced by the Reports-based export. We pull appointment data via the Reports export, including date, time, practitioner, appointment type, status, and any associated notes. Appointment Type assignments are preserved as a property on each record.

Practitioner profiles export as staff records including their associated Appointment Types. We map Practitioner IDs to the destination system's practitioner or practitioner-type objects so scheduling continuity is maintained.

Appointment Types define service categories (e.g. 'Initial Consultation', 'Follow-up'). These export as a lookup table that we use to pre-seed the destination's service catalogue before importing appointment records.

Products and services — including their prices and stock levels — export as a single table from the Data Exports panel. We map these to the destination's product or service catalogue objects.

Invoice records export with full line-item detail, payment status, outstanding balance, and linked patient. We preserve the invoice-to-patient relationship and can flag partially paid invoices as open receivables in the destination.

Transaction history — including payment method, amount, and timestamp — exports separately from invoices. We merge transaction records with invoice records during import so the destination reflects both billing and payment history.

Open receivables can be inferred from invoices with outstanding balances. We flag records with non-zero balances in the import pipeline so the destination's accounts-receivable module can be populated. Paid-in-full invoices are excluded from this mapping.

Charts and treatment notes are not a flat table export — they require the dedicated Charts/Data Export tab and export as separate files per patient. We preserve file names and parent-patient linkage during migration, but note that Cliniko's custom note templates are stored as structured JSON inside the export and may require field mapping to match the destination's chart format.

File attachments to patient records are exported from the Charts/Data Export tab alongside treatment notes. We preserve file binaries and parent-patient relationships but flag any file-type restrictions (e.g. image dimension limits Cliniko enforces) as a pre-import validation step.

Patient forms and their completed responses export from the Data Export tab. Cliniko allows form questions to map to patient profile fields — we preserve both the raw form responses and any auto-populated patient record values. Note that form templates themselves (the builder configuration) are not exported via the data panel and must be recreated in the destination.

Expense records export as a structured table from the Data Exports panel. We map expenses to the destination's expense or financial record objects, preserving date, category, amount, and vendor linkage.

Third-party company records (e.g. referring practitioners, insurance providers) export as separate records from patient demographics. We preserve these as company or contact objects in the destination and flag any that are not already present in the patient address book.

Insurance profiles are a distinct sub-record linked to patients. We export these alongside patient demographics and map them to the destination's insurance or coverage fields, noting that field names and coverage type taxonomies vary between platforms.