How to Bulk Upload Existing Providers

Using the Provider upload in bulk uploads you can quickly add providers to your organization.

Getting your Data Ready

The linking data must be formatted using the attached template and each column must use one of the following values or value types.

Please note that there is a file size limit of 20 mb.

 

Column Name	Required Value	Example	Mandatory
First Name	Text	Rachel	Yes
Last Name	Text	Smith	Yes
Email	Text (email address)	[email protected]	Yes
Salutation	Mr.,Mrs.,Miss,Ms.,M.,Dr.,Prof.,Rev.,Mssr.,Reeve.,Rt Hon.,Sen.,Sgt.,Sr.   If blank: will default to M.	Ms.	No
Gender	Male, Female, Other If blank: will default to Other	Female	No
Language	English, French, Spanish If blank: will default to English	English	No
Role	Provider, Provider-Admin, Support Staff, Office Staff	Provider	Yes
Timezone	Asia/Bangkok America/Toronto America/Denver US/Arizona America/Phoenix America/Edmonton Africa/Abidjan Etc/GMT+6 Etc/GMT-5 Etc/GMT-3 Pacific/Wake Australia/Sydney Australia/Melbourne Asia/Seoul Asia/Shanghai Indian/Maldives Indian/Cocos Indian/Christmas Australia/Perth Australia/West Asia/Dubai Europe/Moscow Europe/Paris Europe/Copenhagen Europe/London Atlantic/Reykjavik Mexico/General America/Vancouver America/Montreal America/Anchorage America/Halifax US/Alaska Canada/Atlantic Canada/Central Canada/Eastern Canada/Mountain Canada/Newfoundland Canada/Pacific Canada/Saskatchewan Australia/Queensland Australia/North Australia/South Australia/Eucla Antarctica/Macquarie Australia/Brisbane Australia/Lindeman Australia/Adelaide Australia/Darwin Pacific/Norfolk Pacific/Chatham Pacific/Auckland Australia/Broken Hill Australia/Lord Howe   If blank: will default to America/Toronto	America/Toronto	No
Clinic Cost Centre	Text		No
Default Location	Text (name of locations from Settings->Locations)   This value will determine what locations the provider can book at		No

 

Completing the Bulk Upload

Uploading your File

1. Login to the platform

2. Navigate to Settings -> Bulk Uploads

   • If you do not see bulk uploads the feature not be enabled for your organization or your role does not have access to it.

   • If you are a Provider Admin role you can enable the bulk uploads flag within Access Management.
   • If your organization does not have bulk uploads enabled please contact us
3. Click New Upload
   
   
   
   
4. Select Provider from the Type of Upload dropdown
   
   
   
   
5. Open your file by clicking Select Files
   
   
   
   
6. Click Upload
   
   

 

Monitoring the Results

Once completed, you can monitor the progress within the Upload History section.

 

While processing the file the status will be In Process which can take a few minutes, it is recommended you refresh your page to confirm its status.

If an upload has failed to be processed the status will appear as Failed, if the system was able to process the file the status will be Completed. 

Please note that the file can be processed and be marked as completed but still have errors. As well, only the first error will be flagged as the system stops processing the row once an error is found.

Checking for Errors

1. Click on View Results
   
   
   
   
2. If there were any errors they will be flagged in the Results section, if there are none a No data available in table message will appear
   
   
   
   Otherwise the errors will appear
   
   
   
   
   
3. Review the error message and correct the error
4. Refer to the CSV Line and identifiers to locate the specific line with the error
5. Create a new CSV file with the corrected details and reattempt your upload