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Import client data from your previous system to Konfidens

Learn the steps to bring your notes and clients over to Konfidens from another system.

Updated over 5 months ago

We are currently working on supporting imports from the most commonly used systems. For practices and clinics of a certain size, we try to be helpful with doing custom import.

To be able to import data to Konfidens, you will need the data in a machine readable and structured file, such as a CSV.

Here's the process

Before you begin, you need a Konfidens account. If you don't have one already, you can sign up from our website here.

  1. Download the data export from your current system.
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  2. Log in to Konfidens. Then, in the same browser window, navigate to this URL: https://app.konfidens.uk/settings/import/
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  3. If you don't recognise any of the available systems in the list, click "Other".
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  4. Upload your file and click Next.

Please not that when importing data from a provider not listed as an option, it may take us a week or two before everything is ready. Reach out to us on [email protected] if you have any questions!

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