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The Import CSV feature lets you add new client, worker, or expense records into your database in bulk using a CSV file.
This feature creates new records only. It cannot be used to update existing records (for example, adding new data to an existing client profile).
Navigate to Operations → Import CSV. Import CSV page

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Instructions

1

Select the record type

Choose from the drop-down: Clients, Workers, or Expenses.Record type drop-down
2

Download the example CSV

Click Download Example CSV to get a file with the correct column formatting. Edit the CSV externally with your data.Download example CSV button
3

Upload your CSV

Select the Date Format that matches the format used in your CSV file. Click Select file, choose your CSV, and click Upload.Date format and file upload
4

Map the columns

Match the Columns in Database to the Columns in uploaded file. Once all columns are mapped, click Preview Import.
If bulk importing HCP expenses, ensure the Agreement and Client Number columns in the CSV match the clients’ HCP agreement and client number on their profile.
Column mapping interface
5

Preview and process

Review the preview of records that are about to be created. Click Process Import to create the records.Import preview
6

Review results

The summary shows the number of records sent and how many were successfully created. Click Back to Import to import another CSV file.Import results summary

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Importing services via CSV

The All Services page has two CSV options for bulk service management:
  • Export CSV - downloads the full list of existing services including their Service ID
  • Download CSV Template - downloads a blank template for creating new services only. This template does not include a Service ID column
When editing services in an exported CSV, the Service ID column must not be modified. Service codes must remain unique across your services list. Two additional columns are available in the services CSV: After importing an updated CSV with new charge or pay rates, apply the rate changes by navigating to Maintenance → Services → click Update Charge Rates or Update Pay Rates → select Current Service Selected or All Services.

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Running into issues?

See General troubleshooting for common errors and fixes.

Bulk edit tools

Edit multiple client or worker records at once

Service management

Manage services, charge rates, and pay rates