Import purchases

Want a report first without logging in? Use the free guest audit.

No patient information. Charts, insurance cards, and treatment records are not allowed.

1. Forward-to address (primary)

After you log in, your office gets a unique address like o-<token>@in.savesame.com. Forward supplier order-confirmation emails with PDF attachments. A Worker parses PDFs into line items. Forwarded mail goes only to SaveSame's secure processing service, never to a person's inbox.

Log in to see your forwarding address.

2. PDF upload

Requires login. Files are stored for your office only.

3. CSV import

Download sample CSV

Columns: supplier_sku, description, pack_size, qty, unit_price (optional manufacturer, mpn, order_number, order_date).

Gmail

coming soon Gmail import is not available. There is no Connect Gmail button. Customer import does not use Gmail OAuth (restricted scope).