Migrate client data from Digita to Onvio

Summary

You can migrate client data from Digita Practice Management to Onvio. After migration, when you save a change to the client record in Digita Practice Management, it will also be saved to the matching record in Onvio.

Before you start

  • Make sure you're using at least Digita Practice Management v.20 (Build 3688).
  • In Digita Practice Management, select File, then Log On As Administrator.
  • Check that Onvio Link is installed. Look for the Onvio Link icon in the Windows system tray or enter Onvio Link in the Windows search bar.
  • Enable Onvio Sync in Digita Practice Management.

Check client data quality 

  1. In Digita Practice Management, select Clients.
  2. Select one or more clients. To select multiple clients hold down Ctrl until you've made all your selections, or hold down Shift to select a range of clients.
  3. Right-click any selected client and select Data Quality Check from the context menu.
  4. If no errors are found, select OK and follow the steps to Send checked client data below.
  5. Double-click each error that you want to resolve, correct the client's details, then select Save and Close.
  6. If there are many errors to resolve, you can select Export this grid to XML spreadsheet, which will help you to track your progress.
  7. When you've finished correcting the errors, select Close.
  8. Run the Data Quality Check on the same client(s) again to check for any remaining errors.   

    Notes

    • Critical errors will prevent the client from being created/updated in Onvio.
    • Advisory errors make the link to Onvio less reliable and could cause problems.

Send checked client data 

  1. In Digita Practice Management, right-click the client's name and select Onvio, then Send to Onvio from the context menu.
  2. If Onvio Link opens, log in using the same credentials you use to log in to Onvio.

Migrating data to Onvio can take 15 minutes or more after the progress window has closed.

Next step

View migration information in Onvio.

 


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