Importing your client list

On Import, upload a CSV or Excel (.xlsx) file. The file is read in your browser; only the matched rows are sent. Several files (for example clients, pets and visits from VetAssistant) can be joined by their ID columns. Each sheet of an Excel file counts as a file.

Choose your practice software (also in Settings → Practice software). TailPlan has an import preset for every software we know of in Cyprus and Greece (for example VetAssistant, VetSystem, Provet Cloud, ezyVet). Presets are not yet confirmed with real clinic files, so you always see the column matching and can change it. "Send us a sample export" sends only the column names (no client data) so we can confirm the preset.

Headers are recognised in English and Greek. Phone numbers are turned into international format using your country (+357 or +30; other countries need the prefix in the file). Before the preview you must confirm three sample dates ("These dates are read correctly"): this catches day/month mix-ups. The preview shows 20 rows with any problems per row. Owners are combined by phone; one owner can have several pets.

TailPlan cards cover dogs and cats. Rows with other animals keep the owner and report the pet as skipped. A microchip number must have 15 digits; anything else is reported and left out.

Uploading the same file again changes nothing. A newer export with the same data adds only what is new: newer procedures on a confirmed plan are recorded like reception's "Done"; older ones are history only. Your column matching is remembered for the same headers. If you imported before, you get a weekly "Upload this week's export" reminder (switch it off in Settings); it is skipped in weeks when reception recorded visits in TailPlan.

For messy files you can ask for AI help with column names and unrecognised product names. Only headers and product names are sent, never client data.