How to import EzyVet data into VetCheck

For VetCheck members, where full practice management integrations DO NOT exist, this patient list importer function allows you to upload a patient list (CSV format only) so that VetCheck communications will pre-fill with client/patient data e.g. when sharing content in the share modal and forms, or when creating new Hospital, GA or Dental charts.

Once you have exported a animal patient data list from EzyVet (not client data list) in a CSV format, there are only 3 steps that are required to prepare the data for import:

Step 1 - Organise CSV file

Please note: when exporting a data file from EzyVet, you need to export from the pet details section (this exports both the pet and pet owner details into 1 file)
Once downloaded, VetCheck ONLY requires data in the following columns:

  • Animal Id
  • Division
  • Animal Name
  • Animal Weight(kg)
  • Date of Birth
  • Sex
  • Has Passed Away
  • Caution status
  • Species
  • Breed
  • Animal Colour
  • Microchip number
  • Last vaccination date
  • Last vaccination name
  • Next vaccination due
  • Next vaccination name
  • Owner first name
  • Owner last name
  • Physical Address Street1
  • Physical Address Suburb
  • Physical Address City
  • Physical Address Post Code
  • Physical Address State
  • Physical Address Country
  • Opt Out of Electronic marketing
  • Active
  • Email Address
  • Mobile numbers

For the following columns please keep the header name but, clear all of the data:

  • D.O.B. is Estimated
  • Date of Passing
  • Cause of death
  • Animal notes
  • Master problems
  • Last visit
  • Next Appointment
  • Animal record created at
  • Animal Record Created By
  • Animal record last modified at
  • Animal code
  • Age
  • Owner business name
  • Owner title
  • Owner contact code
  • Animal record last modified at
  • Is business
  • Physical address street 2
  • Postal address street 1
  • Postal address street 2
  • Postal address suburb
  • Postal address city
  • Postal address postcode
  • Postal address state
  • Postal address country
  • Insurance supplier
  • Insurance number
  • Referring clinic
  • Reffering vet
  • Latest B.C.S
  • Latest D.S
  • Latest temp
  • Home email address
  • Accounts Email Address
  • Business email address
  • Fax numbers
  • Phone numbers

Step 2 - Replace all commas

Using the find/replace function, please replace all , (Commas) with the | (Vertical pipe).
Also, please also remove all special characters from the data e.g. #^!~*%

Step 3 - Upload to VetCheck

Great! Now your CSV file is ready to import into VetCheck. Log into the VetCheck platform and open the menu in the top left corner (≡) > Settings.
Scroll down to the 'PATIENT LIST IMPORTER' section and upload your CSV file.

Pre-fill Charts

Select a patient to pre-fill a Hospital, GA or Dental chart

Pre-fill Forms and Handouts

Select a patient to pre-fill the share modal and/or a form.

When completing the form inline in the practice, simply select the client within the form share modal, then click on the close button. Your form will automatically update with those selected client details.