When getting started with a new record, importing your
records can be a fast and easy way to get things set up and imported into
*Note* Before importing a record you will need to
have a place in the SP Org Chart where you want the record imported to. Follow
the instructions in our SP
Org Chart video to learn more.
Whether you are importing a client, contact, service
location, job template etc. You will always start at the same point. Navigate
to the Admin Configuration page by clicking on Admin in the main navigation bar
and scroll down to the Other section. Click on the Import link.
On this page you will see links to all the different import
tools available to you. Since we are talking about Service Location imports, we
are going to click on Import Service Locations
Within the Upload Import File box, click Sample Import
Template to download an excel file for you to fill out. Save it to your
computer and open the file up.
*Best Practices* Save the downloaded file and keep it
blank as a starting point for future imports. Use the Save As functionality in
Excel to save and rename the file so your template stays fresh and unchanged.
this page is an important link if the service locations you will be importing
are in a different time zone than your default one. It is the List of Time
Zones link that you find underneath the Sample Template download
link. If you click on List of Time Zones then there will be a pop up
that you can copy and paste the exact text for you to populate in the
*NOTE* If all the service
locations in the import list are the same time zone as your account then you
can leave that column blank.
first open the template, there will be various columns with headers. Some of
the headers will be bold and some won’t. The bolded headers indicate a required
field. Here’s an example of what the Service Locations template looks like.
Let’s go over all the information, one field at a time.
you have filled in the information and saved, return to the upload page select
the file and click Upload in the top right corner of the page.
This will pull up a screen that tries to match up the columns in the file to
the data needed to run the upload. Make sure that the correct column is
represented in the right places.
Occasionally you may run across errors in the upload
process, most of the errors are due to small oversights and can usually be
fixed. The most common cause of all errors is Case Sensitivity and spelling. If
you believe that the error you are getting is incorrect, double-check in
CleanTelligent that you have the right spelling and capitalization. Here’s an
example of the most common errors when dealing with Service Location Imports.
When you encounter this error, double check that the
appropriate column is selected by clicking on the Back button. If this
doesn’t fix it, double-check the spelling and capitalization of the division or
level and make sure to cross check the name of the division in the SP Org
Chart. Again, if you need
a refresher on the SP Org Chart please check out our Build a Basic Service Provider
Organization Chart video.
Similar to the SP Org Chart fields, double check that the
appropriate column is selected for the Client Level and Client Division fields.
Also check the spelling and capitalization. If needed, please check out our Build
a Basic Client Organization Chart video.
This is often caused by either misspelling, incorrect
capitalization or trying to upload the service locations for a client that has
not been created yet. If this is the case be sure to watch and follow the
instructions in our Create
a Client Record video.