Guide4 min read
Import clients and migrate data
Bring client information into RoveLogics while checking duplicates and consent.
What this feature helps with
Bring client information into RoveLogics while checking duplicates and consent.
Step-by-step
- Open Import & Switch in the provider workspace.
- Review the supported file format and field mapping.
- Test with a small fictional sample first.
- Correct validation errors, then review the preview before committing.
Review your results
- Only import data you are authorized to hold.
- Clinical records require the protected RL Health import path, when available.