You can quickly bring client cases from Neos into Quilia with just a Case ID. Importing ensures your clients’ information is synced and ready to use in the app, keeping your records accurate and complete.
Step 1: Log in to Quilia
Navigate to the Import Existing Clients button and click it.
Step 2: Enter a Case ID
- A prompt will appear asking for a Case ID.
- In Neos, locate the Case ID (you can find it in multiple places).
- Copy the Case ID you want to import.
Step 3: Paste the Case ID in Quilia
Return to Quilia and paste the copied Case ID into the prompt.
Step 4: Verify Case Details
- Check that the correct case appears (for example: MVA for Dixie Fidel).
- Confirm the assigned staff if applicable.
Step 5: Complete the Import
- Click Import.
- Wait for the success message: Client case imported successfully.
Step 6: Verify the Import
- Go to the Clients section in Quilia.
- Locate the newly imported client case (for example: Dixie Fidel).
- Confirm that the case is now visible in Quilia.
Step 7: Send an Invitation (if required)
- If automatic invites are turned off, you will need to send the invite manually.
- Click Send Downloaded Invite (the status will show as Pending until sent).
- Once sent, the client will receive their invite to join Quilia.
Video Tutorial
🎥 Prefer to watch the process? Here’s the full walkthrough.