Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Client Import
The Client Import function can be used to import the inital set of Clients into Bp Allied in bulk.
This function is not available for Bp Allied Live Fully hosted customers or customers outside of Australia. We can carry out this initial import for you.
If you require the importing of other information such as previous appointments, invoices or client notes please call or email the Sales team to discuss this and to obtain a quote.
Available Fields
These are the fields that can be imported. They must be in this order to import correctly. The template (discussed below) is used to do this.
Click here to download an excel spreadsheet that includes all of the fields available for import in the order that the import requires.
There are some fields that need to be explained:
The only 'compulsory' fields are the FirstName and LastName
The phone numbers can be in any format – with or without the area code, but can only include numbers and spaces.
Primary Phone (H/W/M) - this field is not a phone number field. It is used to define which phone number is a client's main or primary phone number. It is expecting either H for Home, W for Work or M for Mobile as the values in this field. If the PrimaryPhone is not filled in, we default to the 'Mobile' number as 'Primary' (if it is present), then the 'Home' number
Email address fields must contain a valid email address with no additional comments – they will be rejected if extra info is added
Addresses MUST have a Suburb and Postcode to be able to be imported
The Notes field and Phone 'Comments' fields can contain any info you desire – no limit (well.. the theoretical limit is 2 million char...but lets not test that out?)
Please DO NOT delete or rename any columns. Bp Allied will reject the import if the columns don't match.
The value to be added into the PrimaryPractitionerUserID field is the UserID that has been created for the practitioner in Options > User Administration. If no user has been created and the information is due to be imported by Support, then please add the Practitioner Name. This will need to be changed to their UserID once it has been created in the database the information is to be imported into, but before the template can be imported.
This function is not available for Bp Allied Live Fully hosted customers or customers outside of Australia. We can carry out this initial import for you.
