Migration Guide

Switching to Collate

Moving to Collate is straightforward. Connect your email and calendar accounts, import your existing contacts, and invite your team. Most clinics are fully operational within a day.

Data Import

Import your patient list from CSV or Excel files. Collate automatically maps common fields like name, email, and phone number. Duplicate records are detected and merged.

Getting Help

Our support team is available to assist with migration. Contact us at support@collate.ch for personalized onboarding assistance or to schedule a guided migration session.