Import your own Client List
From the release of Version 4, you can import your Client list yourself from within Bp Allied. Simply download our Template file, copy your data in to it and import from the System Toolbar > Client Import button.
We can do it for you - Converting and Importing Data into Bp Allied
We are happy to help you get your existing database moved into Bp Allied. To do so, we need to understand what information is currently kept in your existing database so that we can map it to the correct locations in the Bp Allied database.
Because there are so many different sources of data out there, we don’t have a built in import function. Some Practitioners keep their data in an Access database, some keep it in Excel spreadsheets, some in Outlook and some in Word documents. We have found it easier for both the Practitioners and ourselves to offer a service to undertake this task.