Import your first patient and appointment CSV

The Imports screen accepts CSV files for patients and appointments. Each import is recorded as a batch so you can see what was added and roll problems back if needed.

Prepare your CSV

• Use the column headers shown in the import dialog. Extra columns are ignored.
• Patient identifiers should match what your existing PMS exports — typically external_id, email, or phone.
• Dates should be ISO (YYYY-MM-DD) or your local date format. The importer will tell you if a row is unreadable.

Run the import

1. Open Settings → Imports.
2. Choose the import type (patients or appointments) and upload the file.
3. Confirm the column mapping ChairNav suggests, then start the batch.
4. Review the success and failed counts. Fix failed rows in your source file and re-import only those.