Import patients from a spreadsheet

Updated 27 September 2026 3 min read

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If you’re moving to Clinicify from another system, you can import your patients from a CSV file instead of adding them one by one.

Before you start

Only the clinic owner can import patients.
Save your spreadsheet as a .csv file. Other file types aren’t accepted.
Each row needs an email address. Everything else is optional.
You can import up to 1,000 patients at a time. For a longer list, split it into several files.

Column	Also recognised as	Notes
email	email address, patient email	Required
firstName	first, forename, given name
lastName	last, surname, family name
phone	phone number, mobile, mobile number, telephone, tel	UK mobiles only
dateOfBirth	dob, birth date, birthday	DD/MM/YYYY or YYYY-MM-DD
medicalNotes	medical, notes, clinical notes, history, medical history	Saved to Clinical notes
allergies	allergy, allergy info	Saved to Known allergies

Column names aren’t case sensitive, and spaces in them are ignored. Columns Clinicify doesn’t recognise are left out.

Select Patients in the left sidebar.
Select Import CSV.
If you want a starting point, select Download template CSV and copy your data into it.
Drag your file onto the upload area, or select it to browse for the file.
Check the preview. Each row shows Ready or the reason it will be skipped, and the summary shows how many rows are valid and how many have errors.
Select Import followed by the number of patients, for example Import 120 patients.

You see Import complete with the number of patients created.
If any rows couldn’t be imported, they’re listed with their row number and the reason, such as an email that already exists.
Imported patients appear in your Patients list straight away.

Rows are skipped if the email is missing or invalid, the email already belongs to one of your patients, the same email appears twice in the file, the phone number isn’t a valid UK mobile, or the date of birth isn’t in a recognised format.
Dates are read as UK dates, so 03/04/1985 is 3 April 1985.
On a paid plan, an import that would take you past your plan’s patient limit is stopped before anything is imported, and you’re offered an upgrade. See Patient limits on your plan.
The preview shows the first 50 rows, but every valid row is imported.

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