---
title: How to migrate your practice over to WriteUpp
description: Easily migrate your practice to WriteUpp with our simple data import tool. Import patient records, upload files, and get your practice online quickly and securely.
---

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April 21, 2026

# How to migrate your practice over to WriteUpp

Moving your practice online, or over from another system, can seem very daunting! You will be very pleased to know that we have a straight forward data import process in place for all of our users here at WriteUpp.

Depending on how many records you have, you may need to dedicate some time to the import process. The good news is that it's a one-time job, and the benefits certainly outweigh the admin time you'll spend on it.

You can import the following patient information in batches of **500** records at a time:

- First Name
- Last Name
- Address 1
- Address 2
- Address 3
- City
- Postcode
- Date of Birth
- Email Address
- Phone Number
- Mobile Number
- NHS Number
- Next of Kin relationship
- Next of Kin name
- Next of Kin Address
- Next of Kin City
- Next of Kin Postcode
- Next of Kin Mobile
- Next of Kin Email
- Previous ID
- Responsible user (only one responsible user can be entered. If the name entered exactly matches an existing user in the system, that user will be assigned as the responsible user for the client when the import is completed)
- Source - where the data came from - this is for GDPR (General Data Protection Regulation) purposes

To make the import process as straightforward as possible, we provide you with an import pro-forma to organise and collect the data that you would like to self-import into WriteUpp. To find this form, go to **Main Menu** → **Tools** → **Data Import**, and click on the pro-forma link:

![](https://knowledge.writeupp.com/hubfs/Knowledge%20Base%20Import/image_ko32fl.png)  
To find out more on how to perform the data import, take a look at our help centre article [here](https://knowledge.writeupp.com/en/en/article/how-do-i-import-data-into-writeupp-1l2lo6c?hsLang=en).

Everything else you have, for example your patient's assessments, notes etc, can then be attached to patient files. To upload a file to a patient record:

1. Click on the **Create** button and select **Attachment**
2. Choose the file from your device
3. Click **Save**!

This uploader supports a variety of file formats including PDF, DOC, DOCX, XLS, CSV, JPEG, PNG. Some older file formats (i.e. BMP) may not be supported. A full list of the file formats that can be uploaded, can be found [here](https://knowledge.writeupp.com/en/en/article/what-file-types-can-i-attach-to-client-records-11ne5ua?hsLang=en).

You can find the full instructions on how to attach or upload a file to a patient's record [here](https://knowledge.writeupp.com/en/en/article/how-do-you-attach-or-upload-files-to-a-client-record-fgxig5?hsLang=en).

Via **Create** → **Attachment**, you also have the option to add a link out to a file or folder that you have in external storage (Google Drive, OneDrive, Dropbox etc). This allows you to access important files from a patient record in WriteUpp that may be larger than 16MB in size. You can read more about this [here](https://knowledge.writeupp.com/en/en/article/can-i-link-a-file-to-writeupp-from-an-external-source-hdp29m?hsLang=en).

Once you've added all of your patient data to WriteUpp, that's it! Your practice is online and you can start to enjoy the benefits that we have to offer. If you need any help with the import process, just click on the chat icon in the bottom right hand corner of your screen and we'll be happy to point you in the right direction.

**Top tip: **Got an image or PDF copy of an assessment form? Use our Form Import tool to turn it into a usable digital version in WriteUpp → [Importing forms to WriteUpp](https://knowledge.writeupp.com/en/importing-forms-to-writeupp?hsLang=en). 

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    - [Video Consultations FAQs](https://knowledge.writeupp.com/en/video-consultations?hsLang=en#video-consultations-faqs)
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    - [Leaving Us?](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#leaving-us)
    - [Your WriteUpp Reports](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#your-writeupp-reports)
    - [Importing Data into WriteUpp](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#importing-data-into-writeupp)
    - [Exporting Data out of WriteUpp](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#exporting-data-out-of-writeupp)
    - [Reporting and Data FAQs](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#reporting-and-data-faqs)
- [WriteUpp for iOS & Android](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#main-content)

    - [Introducing the WriteUpp App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#introducing-the-writeupp-app)
    - [Using the Diary and Managing Appointments in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#using-the-diary-and-managing-appointments-in-the-app)
    - [Creating and Editing in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#creating-and-editing-in-the-app)
    - [Managing your Patients in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#managing-your-patients-in-the-app)
    - [Security and Troubleshooting](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#security-and-troubleshooting)
- [Stripe Integration](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#main-content)

    - [Introduction to Stripe](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#introduction-to-stripe)
    - [Switching from Square](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#switching-from-square)
    - [Connecting your Stripe Account](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#connecting-your-stripe-account)
    - [Stripe Fees](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-fees)
    - [The Stripe reader](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#the-stripe-reader)
    - [Stripe Online Payments](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-online-payments)
    - [Stripe FAQs](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-faqs)
- [CloudRx Integration](https://knowledge.writeupp.com/en/cloudrx-integration?hsLang=en#main-content)

    - [Introduction to CloudRx](https://knowledge.writeupp.com/en/cloudrx-integration?hsLang=en#introduction-to-cloudrx)
- [scan.com Integration](https://knowledge.writeupp.com/en/scan-com-integration?hsLang=en#main-content)

    - [Introduction to scan.com](https://knowledge.writeupp.com/en/scan-com-integration?hsLang=en#introduction-to-scan-com)
- [Mailchimp Integration](https://knowledge.writeupp.com/en/mailchimp-integration?hsLang=en#main-content)

    - [How to Connect to Mailchimp](https://knowledge.writeupp.com/en/mailchimp-integration?hsLang=en#how-to-connect-to-mailchimp)
- [Other Integrations](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#main-content)

    - [The WriteUpp Open API](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#the-writeupp-open-api)
    - [Square](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#square)
    - [Xero](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#xero)
    - [Healthcode](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#healthcode)
    - [Microsoft 365](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#microsoft-365)
    - [Heidi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#heidi)
    - [Physitrack](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#physitrack)
    - [Wibbi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#wibbi)
- [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#main-content)

    - [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#troubleshooting)
    - [Trouble Logging In](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#trouble-logging-in)
    - [Troubleshooting FAQs](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#troubleshooting-faqs)
- [Release Notes](https://knowledge.writeupp.com/en/release-notes?hsLang=en#main-content)

    - [Latest Releases](https://knowledge.writeupp.com/en/release-notes?hsLang=en#latest-releases)

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