Migrating client data from one system to another can be time-consuming and error-prone, but bulk imports simplify the process. Reduce errors and ensure a seamless transition by transferring multiple client data in one go with CSV imports.
Fields are case-sensitive. Please ensure your file is formatted correctly for the import to run smoothly.
|
Upvio Field |
CSV Header |
Data input |
|
Name |
name |
|
|
|
|
|
|
Age |
age |
|
|
Biological Sex |
biologicalSex |
All uppercase |
|
Date of Birth |
dob |
yyyy/mm/dd |
|
Gender |
gender |
|
|
Phone Number |
phoneMobile |
+ {country code} {area code} {phone number} e.g. +15183298028 |
|
Timezone |
timezone |
UTC or timezone identifier |
|
Custom field |
Custom.{alias} e.g. custom.insurance-provider |
Follow the steps below to import patient data using a CSV file:
1. Log in to your Upvio.
2. Click "Data Imports"
2. Click "New data import".
3. Select the CSV file that you want to import
Once selected, the data import is created and processed in the background. By clicking on the data import, you can see its progress
Note: We import records in batches of 500 to speed up the imports.
Import Statuses:
Failed Records - These are records that could not be imported. Failures happen if the record has invalid data, such as an invalid email address or phone number.
Skipped Records - Skipped records occur when the system finds duplicate data. If the CSV contains several records with duplicate emails, the first one is imported, and the rest is skipped.