Import clients from a CSV

Use this when you're moving to MediSync from another EMR, or when your clinic has a historical client list to onboard.

Prepare the CSV

1. Export your existing client list as CSV with UTF-8 encoding.
2. Download the MediSync template: Clients → Import → Download template. It has the exact columns MediSync expects, in the right order.
3. Copy data from your source CSV into the template columns. Map your columns to ours — don't rename the MediSync columns.

Column notes

• Name columns — how many name columns you need depends on your clinic's name mode. Extra name columns for modes you're not using can be left blank.
• Date of birth — YYYY-MM-DD. Other formats are accepted but ambiguous (is 01/02/2024 Jan 2 or Feb 1?). Stick to ISO.
• Phone — you can use either the full international format (e.g. +966501234567) or just the national number without a country code (e.g. 0501234567). MediSync resolves national numbers to international format using your clinic's configured country. If a phone number can't be recognized as valid, that row is flagged with an error in the review step — the rest of the import continues. Correct the flagged rows and re-upload them.
• Custom fields — one column per custom field, using the column header your admin chose.

Upload

1. Clients → Import → Upload CSV.
2. Drop the file or click to pick it.
3. MediSync parses the first 50 rows and shows a preview — each column mapped to the corresponding MediSync field. Scroll to verify the mapping looks right.
4. Click Start import.

Review errors

If any rows are rejected, MediSync shows:

• Row number.
• Reason (e.g. "Missing required field: phone").
• The raw row content.

Download the error CSV, fix the rows in a spreadsheet, and re-upload — only the fixed rows re-import. Already-imported rows are skipped automatically based on their national ID (or email if no ID).

Limits

• 10,000 rows per file. Split larger imports across multiple files.
• 50 MB per file, ~4 MB per file for the preview-only path.
• Import is idempotent on national ID: running the same CSV twice doesn't duplicate clients (they're matched and skipped).

After import

Every imported client shows an Imported on <date> tag by default. Use the Tags workflow to filter the list and review quality.

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In-app help: clients_import.