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Import / Export Data
Move data in and out of EaseLab for migration, reporting, backups, and integration with external systems.
Export options
Reports and CSV
Most operational reports support export:
| Report | Export format | Location |
|---|---|---|
| Patient Activity | CSV, Excel | Reports → Patient Activity |
| Financial Summary | CSV, Excel | Reports → Financial |
| Top Tests | CSV | Reports → Top Tests |
| Invoice list | CSV | Invoices → Export (date filter) |
| Referral Summary | CSV | Reports → Referral Dr. Summary |
Apply date range and branch filters before exporting.
See Reports: Export & Filters.
PDF exports
| Document | How |
|---|---|
| Invoice receipt | Invoice → Print / Download |
| Lab report | Invoice → Print Report |
| Sample stickers | Invoice → Samples → stickers.pdf |
| Daybook | Reports → Daybook → Export |
API export
Programmatic access for integrations:
| Data | Endpoint |
|---|---|
| Patients | GET /lab/pms/patients?pageSize=100 |
| Invoices | GET /lab/pms/invoices |
| Tests | GET /lab/pms/tests |
Paginate through all pages for full export. See PMS API.
Import options
Test catalog import
Platform or tenant admins can bulk-import tests:
- Admin → Tests → Import.
- Download CSV template.
- Fill test names, codes, departments, parameters, prices.
- Upload and review preview.
- Confirm import.
Validate parameter reference ranges before going live.
Patient import
For migration from another LIS:
| Approach | Detail |
|---|---|
| API bulk create | POST /lab/pms/patients per record |
| Manual CSV | Contact support for migration tools |
| Platform migration | Platform admin assisted import |
TIP
Import patients before invoices to maintain referential integrity.
Referral doctors
Import via Admin → Referrals → Import using the provided CSV template.
Stock inventory
Admin → Stock → Import for initial inventory setup.
Data migration checklist
| Step | Action |
|---|---|
| 1 | Export from old system |
| 2 | Map fields to EaseLab schema |
| 3 | Import test catalog |
| 4 | Import referral doctors |
| 5 | Import patients |
| 6 | Verify sample invoices manually |
| 7 | Train staff on new workflow |
Backup as export
For full data export, use backups rather than CSV:
- Tenant owners: list backups via Admin → Backups.
- Platform admins: download backup archives from S3 or local storage.
Backup files are PostgreSQL dumps — not directly editable in Excel.
Security considerations
| Rule | Reason |
|---|---|
| Limit export permissions | Patient data is sensitive |
| Encrypt exported files | HIPAA / local privacy laws |
| Delete exports after use | Reduce data leakage risk |
| Audit who exports | Use permission-controlled roles |