Data Migrations

If you are joining DASH from another provider or you have client data elsewhere that you'd like to get into DASH, we can help!

There are two ways to do this:

  1. Get our team to import the data for you

  2. Import the data yourself - This is done using CSV files only and doesn't include file note data.

Check out our Data Migration Guide for detailed information about the process

Data Migration - General (1).pdf
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