FrontDesk + SimplePractice: Bring Your Whole Practice Across
Export from SimplePractice, upload to FrontDesk, review, import. Every client, signed note, document, invoice and secure message lands in the right place with its original date, and the AI receptionist knows your caseload from the first call.
How FrontDesk Works with SimplePractice
The Import from SimplePractice wizard reads the Complete data export SimplePractice gives you, plus the Client details, Client demographics and Appointment status reports, and files everything where it belongs: contacts on the client record, progress notes as signed, read-only clinical notes with the original PDF attached, psychotherapy notes in their own author-only store, invoices and superbills as billing documents, and secure messages in the client's thread. You confirm how each client matches an existing record and which FrontDesk provider each clinician maps to. Everything imported is marked as coming from SimplePractice, nothing is shared to the client portal until you choose, and re-running the import never duplicates a note or message.
Our integration commitment
FrontDesk will make SimplePractice one of our deepest integrations. Once live, FrontDesk will have full read/write access to your SimplePractice schedule, patient records, and availability, so your AI receptionist can book, reschedule, and update everything automatically.
What Comes Across from SimplePractice
The Complete export has seven folders. The import wizard knows what each one is and files it on the right client:
- Contacts: vCards become the client's phone and email.
- Medical Records: Progress notes become signed, read-only clinical notes dated when they were written, with the original PDF attached. Questionnaires and treatment plans become chart documents.
- Psychotherapy Notes: Filed in FrontDesk's separate psychotherapy note store: author-only, never in the client portal, never in an export.
- Administrative: Becomes the client's administrative note banner. Existing banners are kept unless you choose to overwrite.
- Billing Documents: Invoices, superbills and statements are filed as billing documents. Balances are not recalculated; enter what is outstanding by hand.
- Secure messages: Land in the client's secure message thread with their original dates.
- Stored Documents: Signed consents and uploads are filed as documents, private to staff until you share them to the portal.
What's Supported
Connecting SimplePractice Will Take 4 Easy Steps
Export from SimplePractice
Run a Complete data export (Settings → Practice → Data export, with the password option unticked) and export the Client details, Client demographics and Appointment status reports as CSV.
Enable SimplePractice
In FrontDesk, open Settings → Integrations and enable the SimplePractice card. Import from SimplePractice appears in the Patients ⋯ menu.
Upload and Review
Drop in the zip and CSVs, tick the categories to bring in, confirm how each client matches an existing record, and map each clinician to a FrontDesk provider.
Import and Go Live
Watch the progress, read the results summary, and route your phone to FrontDesk. The AI answers with your full caseload already on file.
Why SimplePractice + FrontDesk
Nothing Left Behind
Notes, documents, invoices and messages arrive with their original dates, so a client's history reads the same as it did in SimplePractice.
Clients Recognized on Day One
Imported clients carry their phone, email and date of birth, so the AI receptionist greets returning callers by name from the first call.
Notes Stay Signed and Sealed
Progress notes import as signed, read-only records with the original PDF attached, and psychotherapy notes stay in their own author-only store.
Safe to Re-run
Everything imported is marked as coming from SimplePractice, and running the wizard again never duplicates a note, message or document.
SimplePractice Integration FAQ
A Complete data export from Settings → Practice → Data export (all clients or one clinician, with "Require a password to open file" unticked), plus three CSV reports from Analytics → Reports: Client details (include inactive clients and contacts), Client demographics (the only report with dates of birth, on Essential and Plus plans) and Appointment status (widest date range, include documentation and insurance).
No. SimplePractice only exports past appointments. Re-enter upcoming visits on the FrontDesk calendar or connect a calendar feed so they block availability while you finish the move.
By name first, then confirmed with date of birth, phone and email. In the Review step you can set any client to New, Skip or an existing record, and when the match is ambiguous the wizard asks you to choose rather than guessing.
Yes. Everything imported remembers where it came from, so re-running with the same files or a newer export only adds what is new. Importing one clinician at a time works the same way.
Invoices, superbills and statements are filed as billing documents so the history is there, but no balances are recalculated. Enter outstanding balances by hand on the client's Billing tab.
Not until staff share them. Imported documents are private after the import; tick Make this visible to the client in their portal on each file you want a client to have.
Password-protected zips cannot be opened by the import. Start the Complete export again with the password option unticked. Download links also expire one week after the export finishes, so start a new export if yours has lapsed.
No. The import only reads the files you exported. Your SimplePractice account is untouched, so you can keep it open until you are sure everything has arrived.
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Last updated September 16, 2026
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