ORALZY
How-to

Purane software ke patient aur appointment Excel se kaise laye (Data Migration)?

Setup → Admin → Imports & Tools → Data Migration ("Data Migration Wizard"): 1) "Patients" chuno, Excel / CSV file → "Upload & Preview"; 2) columns map karo — name, phone aur uhid (purane software ka patient ID) zaroor; "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

uhid map nahi kiya to Dry Run theek dikhega par asli import me har row Failed hogi. Pehle se maujood patient ka duplicate check bharosemand nahi — same file dobara mat chadhao. "Appointments" option abhi kaam nahi karta (rows skip / fail hoti hain). Galat mapping ho to "← Back to Map", nayi file ke liye "← Restart". File 50 MB tak, sirf pehli sheet padhi jaati hai. Mobile: Data Migration screen me same 4 step.

Quick steps

  1. Setup → Admin → Imports & Tools → Data Migration
  2. "Patients" chuno, file → "Upload & Preview"
  3. name, phone, uhid ke column map karo
  4. "Dry Run" → ginti dekho
  5. "✓ Confirm Import N records"

migrationimportexcelcsvpuranasoftwaredentrixdryrunappointments