Switching practice management software, without the disruption
Moving from Cliniko, Jane App, TM3 or any other provider? We'll help you bring your data across safely, with support at every step.
Here's exactly what happens when you switch
One connected journey from first chat to go-live — including which migration option suits you.
1. Initial conversation
Tell us about your current system and what matters most to bring across.
2. Review your current system
We check what can be exported and how.
3. Choose your migration option
Free Essentials import, or a full data conversion — whichever suits your history.
The Essentials
- Client demographics
- Documents & images
- Unlimited support
All Your Data
- Full history & notes
- Conversion manager
- Conversion dry-run
4. Import & test
We check everything lines up before you rely on it.
5. Train your team
Unlimited free training so everyone's confident from day one.
6. Go live, with support on hand
We're with you at go-live and beyond.
Switching from your current provider
Switching from Cliniko ▾
Switching from Cliniko is straightforward. Whether you want to transfer all of your data or just the essentials, you can follow Cliniko's help guide on exporting your data to grab what you need, then we'll take care of the rest.
Compare PPS vs Cliniko →Switching from Jane App ▾
We can make the move from Jane App seamless. You'll need to speak to Jane's support team to request an export of your data — once you have it, we'll guide you through importing it into PPS.
Compare PPS vs Jane App →Switching from Writeupp ▾
If you're switching from Writeupp to PPS, we can guide you through the process. Export your data using Writeupp's help guide, then we can start the conversion process, or you can begin importing your essential client information yourself.
Compare PPS vs Writeupp →Switching from TM2 or TM3 ▾
We're so well versed in TM2 and TM3 conversions that we can convert all of your data for free. TM2 users should contact TM2 support to request a full data export; TM3 users can follow TM3's help guide to export their data before getting in touch.
Compare PPS vs TM3 →Switching from Practice Pal ▾
Making the switch from Practice Pal? You'll need to export a BAK file of your Practice Pal database — their support team can help you obtain this. Once you have it, send it over and we'll take it from there.
Switching from Nookal ▾
Joining us from Nookal? You can request a full data export from Nookal Support (there may be a cost associated with this). Once you have your export, we'll help you bring it into PPS.
Compare PPS vs Nookal →Switching from Power Diary ▾
Switching from Power Diary is super simple. Follow Power Diary's help guide on exporting your data, then send it across and we'll handle the migration.
Compare PPS vs Power Diary →Switching from Pabau ▾
If you're migrating from Pabau, you'll need to contact their support team for guidance on exporting your data. Once you have it, we can assess it and begin the migration process.
Compare PPS vs Pabau →My current provider isn't listed ▾
Don't worry — we've been doing this long enough to have come across all sorts of software solutions, and we've built our conversion routines and free import tools to handle a wide range of formats. Before we get started, we'd love to know a bit more about your current provider so we can advise on the best way forward.
Contact us for an initial chat →Why bring your data with you?
Easy access
Everything in one place, nothing left behind.
GDPR ready
Secure, organised, easy to respond to requests.
Keep client history
No disruption to communication.
Faster setup
Ready to go from day one.
What PPS clinics say
The diary pages are intuitive so even nervous new practitioners pick it up fast.
Without question it has been a true lifesaver.
All my patients notes and documents are always to hand and available from any clinic.
Very reliable software that allows streamlined caseload management, reporting and efficient online booking.
Still comparing your options?
See how PPS stacks up against Cliniko, Jane App, TM3, Pabau and more before you decide.
Frequently asked questions
Everything you need to know about switching to PPS
How do I switch practice management software to PPS?
We'll start with a conversation about your current provider and data, then guide you through exporting, importing and testing your data before you go live — with support at every step.
Can you convert data from another provider?
Yes — we're well versed in migrating data from a wide range of other practice management systems, and can also help with exporting your data from your current software package.
How long does it take to migrate practice management software?
Timescales vary depending on your current system and how much data you're bringing across — we'll give you a clearer estimate once we've assessed your data.
Will I lose my clinic data when switching software?
No — we plan every migration carefully, including a conversion dry-run where relevant, so you can check everything is correct before going live.
Can clinical notes be transferred?
Yes, we can usually convert all of your data into PPS, including appointments, accounts, clinical notes, documents and client details.
Can appointment history be migrated?
In most cases, yes — appointment history is one of the most common data types we migrate, though this does depend on what your current provider is able to export.
We use Excel for some of our data — can this be imported?
Yes. You can upload client lists from Excel using our built-in upload tool, and we can assess other Excel data, such as accounts or appointments, for import into PPS too.
We use document storage software — can these files be bulk uploaded?
In most cases, yes. It depends on the format your documents are stored in, but around 9 times out of 10 we're able to migrate these across — we'll just need to take a look at the format first.
What happens if my current software isn't listed?
No problem — every migration is assessed individually. Get in touch and let us know a bit about your current provider, and we'll advise on the best way forward.
Will my team receive training?
Yes — we offer unlimited free training as part of your switch, so your whole team can get up to speed with confidence.
Will switching software disrupt my clinic?
We plan migrations around your schedule to keep disruption to a minimum, and support is on hand throughout the process and at go-live.
Is data migration with PPS expensive?
Each migration is priced individually based on your data and requirements, so there are no standard fees or minimum costs — we'll assess your data and give you a fair quote based on the time and resource involved.
I don't know what format my data is in
That's no problem — just get in touch and a member of our team can assess your data for you.
Ready to make the switch?
Book a demo and we'll walk through exactly how your data would move across.
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