Settings / Import & sync
Bring your data.
Keep your momentum.
Versioned CSV templates. Stable source IDs. Changes you approve.
CSV sync · Dry run complete
Fictional batch BATCH-007 · Template v1 · No data applied
01 Upload ✓02 Map ✓03 Validate ✓04 Review05 Apply
246Valid rows
3Need review
0Applied
| Row | Source ID | Issue | Resolution |
|---|---|---|---|
| 19 | Missing | Missing source patient ID | Add stable source ID |
| 84 | SRC-U-084 | Serial already assigned | Resolve inventory conflict |
| 131 | SRC-R-131 | End date before start date | Correct rental dates |
Rejected rows block this batch from applying. Correct the source file and rerun validation. Unchanged rows are skipped on re-import; local edits become conflicts, not silent overwrites.
What sync means here
- Re-import / upsert by source system + source ID
- Full export, including document manifest
- Owner approval and a saved batch audit
- No auto-delete when rows disappear from a file
Connections, honestly scoped
CSV upsert · MVP requirement
Manual upload and approve; not real-time replication.
QuickBooks · Export path only
No OAuth API sync in MVP. Restricted accounting export needs accountant/privacy sign-off.
Brightree / NikoHealth · No connector
Authorized exports only; legacy billing remains the source of truth until cutover.