Switching from Halaxy

Take your patients and their contacts out of Halaxy and load them into Petboost from Customers & Pets, or hand the whole move to us.

In Halaxy, open Patients, then Patient List, set the columns you want in the Columns panel, then choose Export & Print and Export to CSV. The export holds only the page on screen, and no more than 500 records at a time with the list height set to Auto size, so a bigger book comes out in pieces. There is also a full practice export, which Halaxy has to switch on for your account first.

The catch for a dog business is who the patient is. The dog is usually filed as the patient and the person as a contact against it, so the patient records carry almost no phone numbers, emails or addresses, and neither does an export of them. Those details live on the contact records.

1. Open Customers & Pets, open the gear menu and select Import Customers & Pets.
2. Select Magic CSV Import.
3. Add the files under CSV Files (1-2 files), one of owners and one of pets, then select Magic Validate.
4. Read anything listed under Errors or Skipped, then select Import to Petboost.

The import takes CSV files only. It reads the dogs from a column headed Pet or Pets in a single file, or from a second file of pets, and an owner needs a first name, a phone number and at least one pet, or the row is left out and listed under Errors or Skipped, which is why the phone numbers on the contact records matter. The Import Your Data step of the Launch wizard leads to the same import through Import Customers & Pets, but only before the first client is in, and not during a trial.

On an assisted migration you can skip the export. We read the patients, their contacts and the appointment list out of your Halaxy account ourselves. Each dog comes across as a pet with the breed, birthday and medical conditions Halaxy holds for it, and the owner is rebuilt from the contact record. Owners are grouped by phone number, so a person filed as the contact on two dogs becomes one owner with two pets.

Halaxy raises an invoice for every appointment, and where payment is taken at the counter and never recorded against it, that outstanding balance is a shadow, so it is left behind rather than carried in as debt against the owner. The 24 hours starts when you give us access, usually at the demo, and the switching page lists what moves and what stays behind.