Automated Jane App Data Migration Wizard

6 min readUpdated October 2026
All PlansOwnersClinic Admin

The 6-Stage Guided Migration Pipeline

Migrating from Jane App to Emmai is fully automated via our built-in Migration Wizard (/dashboard/settings/data-migration). The wizard safely ingests, inspects, maps, and imports your clinic data without downtime.

Emmai Jane App Data Migration Wizard: 6-stage automated pipeline featuring package upload, entity mapping, patient deduplication, and dry-run validation.
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Emmai Jane App Data Migration Wizard: 6-stage automated pipeline featuring package upload, entity mapping, patient deduplication, and dry-run validation.

Step-by-Step Migration Stages

The wizard walks you through 6 deterministic stages to ensure 100% data fidelity:

Zero Data Loss Guarantee

Every migration job is executed inside a transaction snapshot. Historical chart notes, SOAP entries, and past appointment records retain their original timestamps and author attributions.
1

Stage 1 - Package Upload: Upload your complete Jane .zip backup archive or select individual Jane CSV files (Patients, Appointments, Chart Notes, Billing). The server unpacks and validates the manifest.

2

Stage 2 - Entity Mapping: Intelligently match Jane staff members to Emmai practitioners, and Jane clinic locations to Emmai branches.

3

Stage 3 - Deduplication & Adjudication: Detect matches between uploaded Jane clients and existing Emmai patient profiles. Choose to merge history or create distinct patient records.

4

Stage 4 - Dry-Run Scorecard: Review a comprehensive pre-flight simulation. Inspect exact counts of appointments, chart notes, and invoices that will be created before anything touches your production database.

5

Stage 5 - Live Progress Monitor: Execute live import with real-time Server-Sent Events (SSE) streaming progress bars and granular import logs.

6

Stage 6 - Completion & Rollback Safety: Review the final import summary. If any discrepancy is discovered, a single-click Rollback reverts all imported records safely.

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