After you have read about how a data migration works, follow these steps for Data Migration to Clinic HQ
NOTIFY CLINIC HQ
Contact Clinic HQ and let us know you are interested in doing a data migration. You can open a help ticket to get this communication started.
We need to know who the point of contact will be for the migration process and what software you are migrating from. See section Data Migration known software we can migrate from.
GO LIVE WITH CLINIC HQ
Begin using Clinic HQ fully to schedule and check in/checkout animals.
EXPORT YOUR OLD DATA
Export your complete database from the old software. If you are not sure how to do this, you will need to contact your tech support for your old software. This should be inclusive of appointments up until the time you went live with Clinic HQ.
UPLOAD OLD DATA TO DROPBOX & NOTIFY HQ
Before you upload the data, please rename the file(s) as your full clinic name. Share the database export with us by uploading it using the provided Dropbox linkiin Help. Let Clinic HQ know when you have uploaded this data.
Please log in to Clinic HQ and go to ‘HELP’ in the upper right corner. From this page, locate the button/link to ‘upload your database for migration.”
Once you upload the data, please open a help ticket or email our team to let us know to be on the lookout for it!
PAY ONE YEAR SUBSCRIPTION OF HQ
Clinic HQ will begin work on data prep and translations then bill the clinic for one year of HQ which is non-refundable. The credit card on file under Billing & Subscriptions will be the card charged.
SCHEDULE MOCK MIGRATION REVIEW
After data is translated you will be asked to schedule a meeting to review the mock migration
SCHEDULE DATE OF FINAL RUN
Once the final mock is approved, Clinic HQ will plan the date for the data to go live on your profile. If your clinic used the old software after the first data export was provided, we will need a more up to date export to include any of the latest appointments from the old software.
MERGE CLIENTS
After the data is made available in your Clinic HQ Profile, you will need to merge clients. All of your old database rescues/shelters will be listed as Public Clients. You must merge these public clients into the newer Volume Client profile on HQ.
