Where to find it
Open Settings, choose Account, then find Client Data Management.
Step by step
Prepare the file
Use one row per client and clear column headings. MyoMesh can import names, email, phone, client-since date, status, communication preferences, address, date of birth, occupation, referral source, emergency and guardian contacts, session rates, waiver status, and an administrative client note.
Use YYYY-MM-DD for dates when possible. The client-since date records when the person began with the practice; it does not replace MyoMesh's audit timestamp.
Appointments, SOAP or chart notes, documents, insurance, packages, invoices, and payments require separate migration work.
Download or select a workbook
The downloadable Excel template has a blank Clients tab followed by an Instructions tab. Enter client data on the Clients tab, then choose the client import option under Client Data Management and select the spreadsheet from your device.
Review the column mapping
Confirm that each source column maps to the correct MyoMesh field. Leave irrelevant columns unmapped.
Review before importing
Check the preview for missing names, invalid dates, or duplicate email addresses. Correct the source file if needed.
Complete the import
Start the import and review the result summary before working with the new client records.
Important checks
- Keep an untouched copy of the original export.
- Import a small sample first when the source system uses unusual date formats.
- Resolve duplicate names, email addresses, and phone numbers before importing.
- Put only non-clinical, staff-visible information in the administrative note column. Do not place SOAP or chart notes there.
Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.