If you’re getting started with Psylio and have client records in another platform or system, you can import the information you need to continue managing them in Psylio.

CSV import allows you to import information for multiple clients and create their profiles in Psylio. You can then create their client records and add any documents you want to keep.

Before you begin: prioritize your active records

We recommend starting with the records for clients you're currently working with. This will help you start working in Psylio more quickly.

You can then decide whether to add your archived or inactive records to Psylio or store them securely elsewhere, based on the requirements that apply to your practice.

Export data from your current system

1. Check the export options available in your current platform or system.
2. If possible, export your client information as a CSV file.

You can use this file to prepare your client profiles for import into Psylio. A CSV template is also available in Psylio to help you structure your data.

Import your client profiles

You can import multiple client profiles into Psylio at once using a CSV file.

For step-by-step instructions, see: How do I import multiple client profiles into Psylio?

Create the client records

Once you’ve imported your client profiles:

1. Go to Records.
2. Click Add a record.
3. Under Associated profiles, search for and select the profile you imported.
4. Complete the record information as needed.

To learn more, see: How do I add a new record?

Couple, family, or group records

You can associate multiple client profiles with the same record:

1. Under Associated profiles, click Add.
2. Search for and select the other profiles you want to associate with the record.

This allows you to keep notes, documents, and other related information for these clients in the same record.

To learn more, see: How do I create a couple or family record?

Add documents you want to keep

CSV import does not import notes, documents, or other content from your existing records. You can add the documents you want to keep directly to the records you create in Psylio.

1. Open the relevant record in Psylio.
2. Go to the Documents tab.
3. Add any relevant documents, such as:
   • Progress notes
   • Client-related documents
   • Attachments
   • Any other documents you need to keep for your records

Add archived or inactive records

Once you’ve added your active records to Psylio, you can decide whether you also want to add your archived or inactive records.

You can create these records in Psylio by following the same process and then archive them. Alternatively, you can store them securely elsewhere if this approach meets the requirements that apply to your practice and record retention.