Jis phone ka patient pehle se hai wo skip hota hai (double nahi banta). Appointment tabhi judta hai jab us phone ka patient app me ho — isliye pehle patients, phir appointments import karo. Galat mapping ho to "← Back to Map", nayi file ke liye "← Restart". File 50 MB tak. Sirf patient list chahiye to Patient Care → Patients ka Excel import bhi chalega.
Purane software ke patient aur appointment Excel se kaise laye (Data Migration)?
Setup → Admin → Imports & Tools → Data Migration ("Data Migration Wizard"): 1) Patients ya Appointments chuno, Excel / CSV file → "Upload & Preview"; 2) apne columns ko fields se milao (zaroori: patient ke liye name + phone, appointment ke liye patient phone + date), "Preview first 50 rows" → "Dry Run"; 3) Total / Will Create / Will Skip / Failed dekho → "✓ Confirm Import N records".
Where in ORALZY: Setup → Admin → Imports & Tools → Data Migration
Quick steps
- Setup → Admin → Imports & Tools → Data Migration
- Patients chuno → file → "Upload & Preview"
- Columns map karo → "Dry Run"
- Result dekh ke "✓ Confirm Import"
- Phir Appointments ke liye dohrao