Switch from Pabau to Atlacare

1. Export your patients from Pabau

In Pabau, export your patient (client) list to a CSV file and save it somewhere handy. If you want to bring more than the core details across, export those lists to CSV as well.

2. Import into Atlacare

In Atlacare, go to Settings → Data and click Import patients. The wizard walks you through six steps: Source, Upload, Map fields, Practitioners, Preview and Done.

On the Source step, pick the Pabau tile. The wizard uses a Pabau preset, so it recognises Pabau's column names and maps them to Atlacare fields automatically. You can check and change the mapping on the Map fields step before anything is saved.

On the Preview step, rows with problems or possible duplicates are flagged, and you choose what happens when a patient already exists in Atlacare: Skip duplicates (the default), Import as new or Update existing. Atlacare never creates duplicates without asking. The import then runs in batches with a progress indicator, so a long list won't time out.

The import brings across patient details only. Appointment history and clinical notes are not imported, so keep your Pabau export as the record of past treatment.

3. Consent and practitioners

Every patient imported this way is recorded with offline consent, meaning consent was captured in your previous system rather than in Atlacare, so your UK GDPR consent trail stays intact. The import doesn't send any emails or texts to your patients.

To link patients to the right clinician, add your practitioners in Settings → Team first. Then, on the Map fields step, map the practitioner column from your Pabau file to Treating practitioner. The Practitioners step matches those names to the practitioners in your Atlacare account, and you can fix any that don't match.