Submitting a help request to transfer data

In this article, we’ll explain how to contact our team to start transferring client data between SimplePractice accounts.

Note: This article is part of a series on transferring client data between SimplePractice accounts. To learn how to generally send help requests to our team, see Getting support via email help request.

If the new account has been created, and the transferring clinician still has access to their original account, reach out to our team to begin the transfer. 

Note: Any team member can reach out for this. However, the Account Owner and transferring clinician will eventually need to be involved in these communications.

To do this:

1. Log into the original account
2. Click the question mark at the bottom right
3. Select Ask questions
4. Type “I'd like to transfer my client data" or another full sentence
5. For Client Data Transfer Type, select Transferring another SimplePractice account

6. Complete the required information
7. Click Submit

9. For Does this include a secure URL, select No
10. Click Submit
11. For Do you have any other information you would like to add before your request is sent to a customer success specialist, enter  any additional information you’d like to include and click the arrow or press enter or return on your keyboard

After submitting the request, please wait for our team to reply by email. Our team will review the request and respond within 1-2 business days. In that email, we’ll provide instructions for exporting the client list from the original account.

Next step

After hearing back from our team, see the next step here: Exporting and downloading client data for transfer.

Important: The next steps in this process require action from both the transferring clinician and the Account Owner of the original account. We recommend completing these steps promptly to avoid delays to the transfer.