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Prerequisites

Before you start, you need:
  • A Liveclin account with access to the dashboard.
  • Your client list exported from your current tool, as a spreadsheet or CSV, with at least name and phone.
  • A Google account to use the template spreadsheet (it is a Google Sheets file).
The phone number is the only field that must be correct for each client. Without a valid phone, the client is not imported automatically.

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Step by step

1

Open the import and copy the template spreadsheet

At the top of the Liveclin dashboard, click Import and then Open template spreadsheet. In the spreadsheet that opens, click Make a copy to create your editable version.The template has six columns: name, phone, gender, email, date of birth, and document. Only name and phone are required; the rest are optional and can be left blank.
2

Paste your data into the template spreadsheet

Open the file exported from your current tool, select and copy the client data. Go back to the template, right-click, and use Paste special → Paste values only (Ctrl + Shift + V on Windows, Cmd + Shift + V on Mac).Before importing, filter your base and keep only active clients. To remove rows, select them while holding Ctrl, right-click, and choose Delete selected rows.You now have all the data in the template, ready to be formatted.
3

Format the emails

The spreadsheet flags what is correct: green cells are in the expected format; white cells have an error.Fix the blank emails — for example, remove a duplicate “at” sign or complete a missing domain (such as gmail.com). When the value is correct, the cell turns green. If you can’t tell what the right email is, clear the content and leave the cell empty, since email is optional.
4

Format the phone numbers

Phone numbers must contain digits only, in international format. For each phone:
  • Remove parentheses, spaces, and dashes, leaving only the digits.
  • Add 55 (Brazil’s country code) at the start of the number.
  • If the Brazilian number has 8 digits after the area code (DDD), add the digit 9 right after the area code (the standard is DDD + 9 + 8 digits).
International numbers (for example, those starting with 1, from the United States and Canada) do not turn green, and that’s expected. If you don’t have a valid phone for someone, delete that person’s row and register them manually later.
5

Download the spreadsheet as CSV

With everything formatted, click File → Download → Comma-separated values (.csv). This is the file you’ll upload to Liveclin.
6

Import into Liveclin and map the fields

Go back to the Liveclin import screen and add the CSV file you just downloaded. Then map each column of the spreadsheet to the matching field: full name, phone, gender, email, date of birth, and document.If a column has no equivalent field in Liveclin, select No matching field and continue.
7

Fix the errors and finish the import

Liveclin shows the status of each client. When they all appear as Ready, everything is set to import. If there are errors, click Refresh errors to revalidate. The most common ones are:
  • Phone missing the digit 9 — Liveclin shows the expected format (DDD + 9 + 8 digits). Add the digit 9.
  • Country not identified — select the country flag (Brazil, +55) on the matching number.
Once everyone is ready, click Import. Your patients are registered all at once.
To speed up formatting, you can use Liveclin’s GPT agent: paste the data from your old software and it tries to format everything. Review the result carefully before importing — the AI may fill in incorrect data just to return an answer.

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Expected result

Your base migrated into Liveclin, with the patients registered. The next step is to link services to each client: open the client (or click Reactivate), select the service, set the start date, and launch the service.

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Next steps

Create questionnaire

Build the questionnaire you’ll send to the imported base.

Schedule sends

Automate sending the questionnaires to your patients.
Need help with the migration? Reach out to support on WhatsApp — the team will guide your client import.