{"id":2294,"date":"2026-01-23T06:33:53","date_gmt":"2026-01-23T06:33:53","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=2294"},"modified":"2026-01-31T06:54:16","modified_gmt":"2026-01-31T06:54:16","slug":"bulk-import-export","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/advanced-feature-pro\/bulk-import-export\/","title":{"rendered":"Bulk Import &amp; Export"},"content":{"rendered":"<div class=\"nolwrap\">\n<p>Efficiently import and export large amounts of data using CSV or Excel files for quick setup, data migration, and backup.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>KiviCare Pro&#8217;s Bulk Import &amp; Export feature allows you to add hundreds or thousands of records at once, migrate data from other systems, and create backups of your data.<\/p>\n\n\n\n<p><strong>Key Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Time Saving:<\/strong> Import 100s of records in seconds<\/li>\n\n\n\n<li><strong>Data Migration:<\/strong> Move from other EHR\/clinic systems<\/li>\n\n\n\n<li><strong>Multiple Formats:<\/strong> CSV and Excel (XLSX) supported<\/li>\n\n\n\n<li><strong>Bidirectional:<\/strong> Both import and export<\/li>\n\n\n\n<li><strong>Auto-Notifications:<\/strong> Send welcome emails\/SMS to imported users<\/li>\n\n\n\n<li><strong>Smart Validation:<\/strong> Automatic error detection<\/li>\n\n\n\n<li><strong>Sample Files:<\/strong> Download templates for easy formatting<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What You Can Import\/Export<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Available Data Types<\/h4>\n\n\n\n<p><strong>Users &amp; Staff:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Doctors<\/strong> \u2013 Name, specialization, credentials, contact<\/li>\n\n\n\n<li><strong>Patients<\/strong> \u2013 Demographics, medical history, insurance<\/li>\n\n\n\n<li><strong>Receptionists<\/strong> \u2013 Reception staff details<\/li>\n\n\n\n<li><strong>Clinics<\/strong> (Multi-clinic) \u2013 Clinic info and clinic admin<\/li>\n<\/ol>\n\n\n\n<p><strong>Operational Data:<\/strong><br>5. <strong>Appointments<\/strong> \u2013 Bulk schedule appointments<br>6. <strong>Services<\/strong> \u2013 Doctor services and pricing<br>7. <strong>Prescriptions<\/strong> \u2013 Medication master list<br>8. <strong>Custom Fields<\/strong> \u2013 System field definitions<br>9. <strong>Listings<\/strong> \u2013 Medical terms and classifications<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Importing Data<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Quick Import Process<\/h4>\n\n\n\n<p><strong>Simple 4-Step Process:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Choose Data Type<\/li>\n\n\n\n<li>Download Sample File<\/li>\n\n\n\n<li>Fill Your Data<\/li>\n\n\n\n<li>Import File<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step-by-Step: Importing Patients<\/strong><\/h4>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 1: Access Import Tool<\/strong><\/h5>\n\n\n\n<p><em><strong>For Patients:<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Patients \u2192 All Patients<\/li>\n\n\n\n<li>Click <strong>Import<\/strong><\/li>\n\n\n\n<li>Import modal opens<\/li>\n<\/ol>\n\n\n\n<p><strong>For Other Data:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Doctors \u2192 All Doctors \u2192 Import<\/li>\n\n\n\n<li>Appointments \u2192 All Appointments \u2192 Import<\/li>\n\n\n\n<li>Services \u2192 Doctor Services \u2192 Import<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 2: Select File Format<\/strong><\/h5>\n\n\n\n<pre class=\"wp-block-code\"><code>CSV\nXLSX\n<\/code><\/pre>\n\n\n\n<p><strong>Recommendation:<\/strong> Use CSV for simplicity, XLSX if you need Excel features<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 3: Download Sample File<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Download Sample File<\/strong><\/li>\n\n\n\n<li>Keep headers unchanged<\/li>\n\n\n\n<li>Delete example rows<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 4: Fill Your Data<\/strong><\/h5>\n\n\n\n<p><strong>Example<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>first_name,last_name,email,country_calling_code,country_code,contact,gender\nJohn,Doe,john@example.com,+1,US,5551234,male\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 5: Upload File<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload filled CSV\/XLSX<\/li>\n\n\n\n<li>File name appears<\/li>\n\n\n\n<li>Ready to import<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 6: Notification Options<\/strong><\/h5>\n\n\n\n<pre class=\"wp-block-code\"><code>\u2610 Email\n\u2610 SMS \/ WhatsApp\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 7: Import Data<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Import<\/strong><\/li>\n\n\n\n<li>Progress bar shown<\/li>\n\n\n\n<li>Wait for completion<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Step 8: Review Results<\/strong><\/h5>\n\n\n\n<pre class=\"wp-block-code\"><code>Total Rows: 250\nInserted: 247\nFailed: 3\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Required Fields by Data Type<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Doctors Import<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Required Fields<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First Name<\/li>\n\n\n\n<li>Last Name<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Contact<\/li>\n\n\n\n<li>Gender<\/li>\n\n\n\n<li>Specialization<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\">Patients Import<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Required Fields<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>first_name<\/li>\n\n\n\n<li>last_name<\/li>\n\n\n\n<li>email<\/li>\n\n\n\n<li>contact<\/li>\n\n\n\n<li>gender<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Clinics Import (Multi-Clinic)<\/strong><\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Clinic Information<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>clinic_name<\/li>\n\n\n\n<li>contact<\/li>\n\n\n\n<li>address<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Clinic Admin Information<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>clinic_admin_first_name<\/li>\n\n\n\n<li>clinic_admin_email<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\">Services Import<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Required Fields<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>category<\/li>\n\n\n\n<li>name<\/li>\n\n\n\n<li>charges<\/li>\n\n\n\n<li>doctor_id<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\">Appointments Import<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Required Fields<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>date<\/li>\n\n\n\n<li>start_time<\/li>\n\n\n\n<li>end_time<\/li>\n\n\n\n<li>service<\/li>\n\n\n\n<li>clinic_name<\/li>\n\n\n\n<li>doctor_name<\/li>\n\n\n\n<li>patient_name<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h4 class=\"wp-block-heading\">Prescriptions Import<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Required Fields<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>name<\/li>\n\n\n\n<li>frequency<\/li>\n\n\n\n<li>duration<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"625\" src=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/appointment-mport-1024x625.png\" alt=\"\" class=\"wp-image-2534\" srcset=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/appointment-mport-1024x625.png 1024w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/appointment-mport-300x183.png 300w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/appointment-mport-768x469.png 768w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/appointment-mport.png 1212w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Exporting Data<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Export Process<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\">Method 1: List Page Export<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open list page<\/li>\n\n\n\n<li>Click <strong>Export<\/strong><\/li>\n\n\n\n<li>Download file<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Method 2: Filtered Export<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Apply filters<\/li>\n\n\n\n<li>Click Export<\/li>\n\n\n\n<li>Download filtered data<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"514\" src=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/export-button-1024x514.png\" alt=\"\" class=\"wp-image-2535\" srcset=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/export-button-1024x514.png 1024w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/export-button-300x151.png 300w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/export-button-768x386.png 768w, https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-content\/uploads\/sites\/18\/2026\/01\/export-button.png 1260w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Data Format Guidelines<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Date Format<\/h4>\n\n\n\n<pre class=\"wp-block-code\"><code>YYYY-MM-DD\n<\/code><\/pre>\n\n\n\n<h4 class=\"wp-block-heading\">Time Format<\/h4>\n\n\n\n<pre class=\"wp-block-code\"><code>HH:MM (24-hour)\n<\/code><\/pre>\n\n\n\n<h4 class=\"wp-block-heading\">Phone Numbers<\/h4>\n\n\n\n<pre class=\"wp-block-code\"><code>+CountryCode | CountryCode | Digits only\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Import Errors<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Duplicate Email<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Email must be unique<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Missing Required Field<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required fields cannot be empty<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Invalid Date Format<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use YYYY-MM-DD<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Invalid Gender Value<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use: male, female, other<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Best Practices<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Before Importing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Test small batch<\/li>\n\n\n\n<li>Backup existing data<\/li>\n\n\n\n<li>Clean duplicates<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">During Import<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep browser open<\/li>\n\n\n\n<li>Don\u2019t interrupt<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">After Import<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Verify records<\/li>\n\n\n\n<li>Review summary<\/li>\n\n\n\n<li>Re-import failed rows<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">Large Dataset Tips<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Import Order<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Clinics<\/li>\n\n\n\n<li>Doctors<\/li>\n\n\n\n<li>Patients<\/li>\n\n\n\n<li>Services<\/li>\n\n\n\n<li>Appointments<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Security &amp; Privacy<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Data Protection<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Secure processing<\/li>\n\n\n\n<li>HTTPS transmission<\/li>\n\n\n\n<li>Temporary file storage<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">User Passwords<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto-generated<\/li>\n\n\n\n<li>Reset after first login<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Troubleshooting<\/strong><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Import Button Disabled<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select file format first<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Upload Failed<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check file size<\/li>\n\n\n\n<li>Try different browser<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Import Stuck<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Wait<\/li>\n\n\n\n<li>Refresh<\/li>\n\n\n\n<li>Contact support if repeated<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Related Features<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Multi-Clinic Management<\/li>\n\n\n\n<li>SMS Notifications<\/li>\n\n\n\n<li>Custom Forms<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Efficiently import and export large amounts of data using CSV or Excel files for quick setup, data migration, and backup. Overview KiviCare Pro&#8217;s Bulk Import &amp; Export feature allows you to add hundreds or thousands of records at once, migrate data from other systems, and create backups of your data. Key Benefits: What You Can [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"class_list":["post-2294","post","type-post","status-publish","format-standard","hentry","category-advanced-feature-pro"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/2294","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=2294"}],"version-history":[{"count":3,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/2294\/revisions"}],"predecessor-version":[{"id":2837,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/2294\/revisions\/2837"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=2294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=2294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=2294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}