How to Bulk Upload Support Staff - Provider Linkings

Using the Provider Support Staff Relation upload in bulk uploads you can quickly add providers to a support staff's provider list.

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
Email	Text (email address)    This is the account email of the support staff that will have the providers listed in the Accounts you require access to manage their calendar/bookings column added to their provider list   This is the email of the provider to be added to the support staff users listed in the Accounts who require access to manage your calendar/bookings column	[email protected]	Yes
Accounts you require access to manage their calendar/bookings *email, separated by a ; (semicolon)	Text (email address) multiple values must be separated by a semicolon   These are the account emails of the providers that a support staff user needs added to their provider list	[email protected];[email protected]	Yes
Accounts who require access to manage your calendar/bookings *email, separated by a ; (semicolon)	Text (email address) multiple values must be separated by a semicolon   These are the account emails of the support staff users that need to have the provider added to their provider list	[email protected];[email protected]	Yes

 

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 support staff relation 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
   • There will be an error if a user is found in the Accounts who require access to manage your calendar/bookings column who is not the support staff role.
     • To resolve this, either remove that email from the list or update the users role to support staff
   • There will be an error if the user in the email field is not a support staff and there are entries in the Accounts you require access to manage their calendar/bookings column
     • To resolve this update the user to the support staff role or remove the entries in the Accounts you require access to manage their calendar/bookings column
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