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Import Clients and Carers into Birdie
Import Clients and Carers into Birdie

Download templates to import you client and carer basic information to Birdie

Simone Steenhagen avatar
Written by Simone Steenhagen
Updated over a month ago

We can support with basic migration of your client and carer contact details.

Download the spreadsheets attached to the bottom of this article and copy your export of data from your previous systems into the fields provided.

Carer Import

First Name

Last Name

Phone Number

Email Address

Client Import

First Name

Last Name

Date of Birth

Street

Town

Country

Postcode

Please note that the date needs to be in the format YYYY-MM-DD. You can reformat this in Excel by clicking Format > Number > More formats > More date and time formats.

Simply send this file to [email protected] and we can upload this for you.

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