Data tools

Bring data in, take data out, control printed documents, and manage reusable autocomplete values.

7 articles Last updated June 14, 2025

Import your data

Bring patients, appointments, invoices and other records into ClinyPal from a spreadsheet, an HL7 file or a FHIR file, in three steps with a review before anything is saved.

Export your data

Take a copy of any part of your records as CSV, as a ZIP of files, or in HL7 or FHIR, for one location and date range.

Exporting in HL7 and FHIR formats

Which records ClinyPal can export and import as HL7 v2 messages or FHIR resources, and what each file contains, for moving data to another clinical system.

Review your import history

See every import, its status and row counts, and read why rows or a whole file failed.

Review your export history

Find a past export, download it within its 7-day window, and see why one failed.

Manage autocomplete values

Tidy the suggestion lists that build up behind fields like supplier, vendor, department, service and expense categories.

Set up printed document layouts

Put your logo on invoices, letters, statements, notes and forms, set margins for letterhead paper, choose the page size and add bank details to the footer.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns