Import clients in bulk

Bring everyone in from a spreadsheet: the two columns you need, the ones we read, and how to check them before they count.

2 parts · 1 minClientsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Import starts on your Patients page.

    Your Patients page

    Import is beside Add Patient at the top of the list.

    In the sidebar under Patients.

    On this page

    Import from a spreadsheetA CSV file of everyone at once

    Import opens a window that shows exactly which columns we read, and nobody is added until you say so.

    See how jumps ahead to part 2: Import Patients from CSV.

    Read the guide
    Add one at a time insteadFor a new client from today’s intake call

    Add Patient takes a name and an address, and the rest can wait.

    See how plays the lesson Add a client.

  2. 2

    Import Patients from CSV

    Only first and last name are required. Everything else is optional, columns we do not know are skipped, and a blank cell is never an error.

    Patients, then Import at the top of the list.

    On this page

    The columns we readShown in the example table

    The example lists every column we understand, from date of birth and address to service type and fall risk. Write dates year-month-day, like 1945-03-15.

    See how shows:

    1. The example table Scroll it sideways to see every column.
    Read the guide
    Drop in your fileOr click to choose it

    Save your spreadsheet as a CSV file and drop it here. Quoted fields, and commas inside them, are handled for you.

    See how shows:

    1. Drop it here Or click to browse for the file.
    Import them as inactiveCheck them over before they count

    Tick this and they arrive inactive, so they are not in your monthly count. Make each one active from the Inactive tab when you are ready.

    See how shows:

    1. Import as inactive Inactive clients are not in your monthly count.
    See the count firstThe button says how many

    Nothing is added until you press the import button, and it names how many clients it will add.

    See how shows:

    1. The import button Its number changes once your file is read.

At the end

Now you know how to import your clients

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