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Export data and contact support ​

Streamly Desktop can export selected centre data to Excel and provides Support cases for questions, suggestions, and error reports.

How to export data ​

  1. Open Export from the navigation.
  2. Select the export you need: appointments, patients, medical histories, or visits.
  3. Save the downloaded Excel file when your browser prompts you.

Many directories, including patients, visits, and daily closing balances, also provide an Export to Excel action.

How to import an Excel file ​

  1. Open Export.
  2. Select the Excel import action and choose an .xls or .xlsx file.
  3. Review the import summary, ignored columns, and skipped rows displayed by the application.

How to create a support case ​

  1. Open Support cases from the navigation.
  2. Select Add Case.
  3. Choose Question, Suggestion, or Error.
  4. Enter a summary and the details of your request, then select Save or send the case.
  5. Track its state in the support-case directory: Open, In progress, or Done.

Important information ​

The application may ignore Excel columns that are not in its allowed list and skip rows missing required data. Review these warnings before relying on an import result.

Troubleshooting ​

  • If an import skips rows, correct the missing required values and import the file again.
  • If a support case cannot be sent, retry later as instructed by the application.