video1.0<iframe src="https://www.loom.com/embed/75fdc81cbe3941c7b2a2409791eac507" frameborder="0" width="3776" height="2832" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>28323776Loomhttps://www.loom.com28323776https://cdn.loom.com/sessions/thumbnails/75fdc81cbe3941c7b2a2409791eac507-afe9a2c8743118c3-full.jpg285.283In this video, I guide you through the crucial steps of migrating your charts from Simple Practice to Upheal. I recommend starting with active clients for the best chance of success and explain how to handle missing details during the import process. You'll need to carefully match your clients' preferred names with their full names and ensure that existing Uphill clients are accurately connected. It's vital to take your time with the matching table and confirm your choices in the action column before proceeding. Please review everything carefully to ensure a smooth transition.