Import Data

If you’re switching to SnapBill from another billing system, the Import tool lets you migrate your patients and historical claims in bulk.

Supported Sources

How to Import

1. Navigate to Tools > Import Data in the sidebar
2. Select your source system from the list
3. Upload your file — drag and drop or click to select
4. Preview — SnapBill parses the file and shows you what will be imported (number of patients, number of claims, date range)
5. Review any warnings (e.g., duplicate patients, missing fields, unrecognized codes)
6. Click Import to confirm

What Happens During Import

SnapBill:

• Creates new patient records for each unique patient in the file
• Imports historical claims with their original service dates, billing codes, and statuses
• Deduplicates against existing records — it won’t create duplicate patients or claims
• Maps billing codes from external systems to SnapBill’s format (e.g., stripping Dr. Bill’s suffix “A” from codes)

After Import

• Review imported patients in the Patients page
• Check imported claims in the Claims page
• Imported historical claims are marked with their original status — they won’t be resubmitted automatically

Tips

• Export from your old system first — most systems have a CSV or data export feature. Check your current billing software’s documentation for export instructions.
• Review before confirming — the preview step shows exactly what will be created. Check for accuracy before importing.
• Import once — avoid importing the same file twice. SnapBill deduplicates, but it’s best to import each dataset only once.