Data Migration Wizard ke 4 step: Upload (Patients ya Appointments, 50 MB tak, file ki pehli sheet hi padhi jaati hai) → Map Columns (system suggested mapping bharta hai, aap badal sakte ho; "Preview first 50 rows") → Dry Run (bina save kiye ginti: kitni rows banengi, kitni Failed / skip) → Import. Name aur phone zaroori hain; purane software ka patient ID / MRN "uhid" column me map karna bhi zaroori hai, warna Dry Run sahi dikhne ke baad bhi asli import me har row Failed hoti hai. Jis phone ka patient pehle se hai wo row skip hoti hai, dobara nahi banti. Appointments import ke liye patient pehle se (same phone) hona chahiye. Bulk Import (Setup → Admin → Imports & Tools → Bulk Import) sirf .csv leta hai, sample CSV ke columns me data chahiye, preview ke pehle 100 sahi rows hi commit hoti hain, aur ye sirf owner / admin chala sakte hain. BestoSys se data laana ORALZY support karta hai.
Purane patients ki Excel list ek saath ORALZY me kaise chadhaye (bulk import)?
Setup → Admin → Imports & Tools → Data Migration kholo: "Patients" chuno → .xlsx / .xls / .csv file → "Upload & Preview" → name, phone aur uhid columns map karo → "Dry Run" → "✓ Confirm Import N records". Patient List page par import ka button nahi milta. Bulk Import ka "Patients" type abhi patient nahi bana pata — use Inventory / Pharmacy ke liye rakho.
Where in ORALZY: Setup → Admin → Imports & Tools → Data Migration · Setup → Admin → Imports & Tools → Bulk Import
Quick steps
- Setup → Admin → Imports & Tools → Data Migration kholo
- "Patients" chuno, Excel / CSV file chuno → "Upload & Preview"
- Map Columns me name, phone aur uhid ke columns zaroor milao
- "Dry Run" dabao aur errors dekho
- Sab theek ho to "✓ Confirm Import N records"
- Inventory / Pharmacy list ke liye Bulk Import ka sample CSV format use karo