There are two ways to bring data into Stillpoint:
- The importer for self-serve CSV-based migration. Gated behind the practiceImporter feature flag.
- Free migration help where the Stillpoint team moves your data for you. It's free for every practice, on every plan.
Free migration help
The Stillpoint team will move your practice for you at no cost, whether you want a hand with the import or the whole practice set up for you (services, team, booking page, website, and templates). Ask for help on the Make the Switch page, or email help@withstillpoint.com. Someone on the team replies within one business day with export steps for your current platform. You upload the export inside Stillpoint; please never email client files.
Self-serve importer
When the importer is enabled for your practice, you'll see Import Data in the sidebar.
Steps
- Open Import Data.
- Pick the source (CSV or a supported platform).
- Upload your data file.
- Map columns to Stillpoint fields. AI-assisted column mapping suggests matches; you can adjust manually.
- Map practitioners and services between your old system and your Stillpoint records.
- Validate. The wizard checks for missing required fields and format issues.
- Preview what will be imported.
- Commit to run the import.
Duplicate detection
Stillpoint checks incoming records against your existing data using email and name. Duplicates are flagged on the preview step so you can choose to skip, merge, or overwrite.
Bringing in client records
Records that arrive one at a time do not need the importer. If a previous provider sends you a client's file, or a client signs a release of information and the paperwork lands in your inbox, open that client's profile and use the Documents section: click Upload or drop the PDF onto the section. Each file stays attached to the one client it belongs to, so keep files separate per client rather than merging everyone's records into a single PDF.
The Jane importer's chart-notes upload lands in the same place. After the import, each client's chart notes are in the Documents section of their profile.
Tips
- Run a small test import first (a handful of rows) before committing the full file.
- Keep the original export from your old platform as a backup until you've verified everything is in place.
- For large or complex moves (years of clinical notes, several practitioners, custom fields), ask for free migration help instead of wrestling with the importer.