Import Clients & Patients

Save time when adding clients and patients

When integrated, you can pull clients and patients into your Covetrus Platform with 3 simple steps.

  1. Click Add New Client in the left navigation bar
  2. Search for your client
  3. Select the client to start the import



To reduce steps for you, we also pull in all active patients at the time of client import.  You can always import a new patient later.

This is a one time pull of the client into the platform, this means if updates are made to a client or patient in your practice system they will not be automatically reflected in the platform. 

For clients, we pull in:

  • Name
  • Email
  • Phone number

For patients, we pull in:

  • Name
  • Species
  • Weight
  • Date of Birth
  • Gender

There may be times when your data is not recognized by our system. We will prompt you to update that information manually.


Please note: the platform works best when you have an accurate email address for the client.