Moving from WithinEHR to Weft
Migrating from WithinEHR: upload the practice export ZIP to import clients, appointments, diagnoses, assessments and notes into Weft.
Who this is for: Practice administrator
WithinEHR's practice export is a ZIP file with one CSV file for each table of your records, and Weft reads it as it is, without any unzipping or editing.
Get your export from WithinEHR
WithinEHR does not publish public steps for running a practice export, so ask WithinEHR support for your practice's export and tell them it is for moving to another system. Send the ZIP file unchanged: do not open, unzip or edit it.
Note: Weft reads the client table and, where the export has them, the tables for appointments, diagnoses, questionnaire results and clinical notes. The rest of the export is ignored.
Upload the export
Upload the ZIP file as WithinEHR gave it to you, up to 25 MB.
- Select Settings, then Import records.
- Under Source, choose WithinEHR. Under it, How to export from WithinEHR opens this guide again whenever you need it.
- Select Choose file and pick the ZIP file. Weft checks the type and size before anything is sent.
- Select Upload this export. The export appears under Import history while it is read.
What comes across and what does not
Clients, appointments, diagnoses, assessment results and clinical notes arrive. A client the source marked removed, and any row that names a client the export does not carry, is refused with its reason in the preview.
Important: Documents and consents are never brought in. Keep your WithinEHR export as your own copy.
Note: A cancelled appointment with no recorded cancellation time, and a diagnosis with no code, are refused with a reason rather than guessed at.
Check it afterwards
- Open the export from Import history. What was found counts what was read, by kind of record.
- If there are rows under Still to answer, answer each one: open the client Weft thinks it is, or choose Bring in as a new client.
- Read Records this practice's record would not take. Each row says why it was refused, and the rest of the export is unaffected.
- When the counts look right, select Bring this export in. Nothing is written to your records until you do.
Last checked against Weft on 28 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.
Common questions
What if Weft refuses the file?
The screen tells you why and nothing is saved. A file of the wrong type or over the size limit is refused before it is sent. A file that is not the export for the system you chose is refused after it is sent, so check that Source matches the file, then upload again.
Can I import a second file from WithinEHR?
Yes. Every row carries WithinEHR's own identifier, so rows already brought across are recognised rather than duplicated.