One key, the whole record
Patients, services, practitioners, upcoming bookings, your appointment history and every finalised treatment note come across from a single Cliniko API key — no CSV juggling, no per-table exports.
Your books come too
Past invoices and their line items import with the original Cliniko numbers, and paid invoices are reconciled so each patient's outstanding balance lands exactly as it stands in Cliniko today.
Nothing leaves Cliniko
The import only reads from Cliniko — it never edits or deletes a thing. Your Cliniko account stays exactly as it is, so you can run both side by side until you're happy.
Safe to go live calmly
AI is off by default and patient data only leaves the clinic once you switch it on. Imported history fires no reminders or confirmations, so no patient is ever messaged by accident during the move.
Step 1 — Know what moves (and what stays put)
Before you touch a key, here's exactly what comes across from Cliniko in a single run, so there are no surprises. The import reads your Cliniko data over its API and recreates it inside MyNewClinic — it's a copy, so your Cliniko account is never changed or emptied.
You choose what to include on a tick-box screen before anything imports, and you can leave any part out. Treatment notes arrive as finalised, read-only notes on each patient's record; because the API has no separate payments feed, paid invoices are reconciled so balances match rather than reproducing every individual receipt.
- Patients — names, contact details, dates of birth, addresses, preferred name and emergency contacts
- Services and practitioners — your appointment types and your team, matched by name where they already exist
- Upcoming appointments — recreated in your MyNewClinic diary
- Appointment history — completed visits, cancellations and no-shows, so no record looks blank
- Treatment notes — every finalised note, kept with the patient and its original date
- Invoices, payments and balances — past invoices and line items, with paid ones reconciled so each patient's outstanding balance is exact
Step 2 — Get your Cliniko API key
You'll need one piece of information from Cliniko: a personal API key. In Cliniko, go to your account menu, open My Info, then Manage API keys, and generate a new key. Copy it somewhere safe for the next step.
Note the small code at the very end of the key (and in your Cliniko web address) — something like uk2 or au1. That's your Cliniko region, and MyNewClinic asks for it so it connects to the right place. Treat the key like a password: it lets MyNewClinic read your data, you can delete it in Cliniko the moment the move is done, and MyNewClinic never stores it — it's used only while the import is actually running.
Step 3 — Paste it into MyNewClinic and run the import
In MyNewClinic, open Settings, go to Import & switch, and choose Switch from Cliniko. Paste your API key, pick your region from the list, and select Connect & preview.
MyNewClinic reads your account and shows you a count of what it found — how many patients, services, practitioners, treatment notes, past appointments and invoices. Tick the parts you want to bring over and start the import. It runs in the background while a live progress bar steps through each stage, so you can carry on working. A typical clinic finishes in a few minutes to under an hour, depending on how much history you have; very large clinics with years of notes take a little longer, and it keeps going steadily even through Cliniko's busy periods.
Step 4 — Check it over
When the import finishes, give it a quick once-over — the same checks you'd do moving any clinic. Open a few patient records you know well and confirm their details, notes and history look right. Glance at next week's diary to see your upcoming appointments in place, and spot-check a patient with an outstanding balance to confirm the figure matches Cliniko.
If a handful of items were skipped — say an appointment whose practitioner or service wasn't matched — the summary tells you why, so nothing disappears silently. The import is safe to run again: it spots what's already there and won't double-book your diary or duplicate patients, so you can top up after tidying a name or adding a practitioner.
Step 5 — Run in parallel, then go live
Because nothing was removed from Cliniko, you're never forced into a hard cut-over. Many clinics keep Cliniko open for a day or two and work in MyNewClinic alongside it — book a few real appointments, write a note, send a test reminder to yourself — until it feels like home. When you're ready, simply take new bookings in MyNewClinic and stop using Cliniko (you can re-run the import one last time to sweep up anything booked in the meantime).
Go live on your terms. The AI Assistant and any autonomy are off until you switch them on, patient data only leaves the clinic once you do, and patient messaging stays paused until you flip the go-live switch — so the migration itself never sends a single email or text. MyNewClinic is hosted in the UK, encrypted in transit and at rest, with role-based access and a full audit log, so the data you've just moved is looked after from the first minute.
Questions, answered
Will migrating delete or change anything in Cliniko?+
No. The import only reads from Cliniko using your API key — it never edits, archives or deletes a single record. Your Cliniko account stays exactly as it is, which is why you can safely run both systems side by side and only stop using Cliniko when you're ready.
Does it really bring my treatment notes across, not just the patient list?+
Yes — that's the advantage of moving from Cliniko specifically. Because Cliniko has an API, MyNewClinic imports your full finalised treatment-note history along with patients and appointments. Each note lands on the right patient with its original date, as a read-only record. (Jane is different: appointments and clinical notes don't export cleanly from Jane, so a Jane move is a guided CSV importer that brings the patient list only.)
Do my past invoices and patient balances come over?+
Yes. Past invoices and their line items import with the original Cliniko invoice numbers, and unpaid invoices keep carrying their balance. Cliniko's public API has no payments feed, so paid invoices are reconciled — marked as settled so they drop out of the balance — meaning each patient's outstanding total matches Cliniko, even though individual historic receipts aren't reproduced one for one.
How long does the whole migration take?+
Most clinics are done in under an hour, and often in just a few minutes. The import runs in the background with a live progress bar while you carry on working. Larger clinics with several years of notes and history take a little longer, and the import keeps going steadily even if Cliniko is busy.
Will my patients be emailed or texted during the move?+
No. Imported appointments and notes are brought in quietly — no reminders, confirmations or webhooks fire for historic data. On top of that, patient messaging stays paused until you deliberately flip the go-live switch, so nothing reaches a patient by accident while you're migrating and checking things over.
What if some records don't import cleanly the first time?+
You'll see a clear summary of anything skipped and the reason — for example an appointment whose practitioner or service didn't match by name. Nothing is lost silently. Fix the small thing (rename a service, add a practitioner) and re-run the import: it recognises what's already there, so it won't duplicate patients or double-book your diary.
Ready to move off Cliniko?
We'll help you bring your patients, appointments, notes and balances across from Cliniko with one API key — usually in under an hour, with Cliniko left untouched. No card required.
Questions: hello@mynewclinic.com