**Download the approved templates at the bottom of this page**

Use the Bulk Uploads feature to:

• Create users (providers, provider-admins or other roles if applicable) in bulk
• Create linkages between the Support Staff users (for applicable environments) and their providers
• Assign Providers to Locations, so
  • The provider can be selectable when scheduling an appointment
  • The location can be when scheduling an appointment

Before you use the Bulk Uploads feature:

Learn how to set up your files:

• Bulk import users file setup instructions
• Bulk import linkages file setup instructions
• Bulk import provider locations file setup instructions

Requirements for all imports:

• The import file must be .csv
• Use the appropriate template for the type of import that you are doing
  • "Provider" - Use import_template_provider_create.csv
  • "Provider support staff relation" (for applicable environments) - Use import_template_provider_support_staff. csv
  • "Provider Locations" - Use import_template_location_providers.csv
• The import file should be smaller than 20MB
• Do not rearrange the columns
• Upload a separate file per organization/division

Bulk Upload 

• Go to Settings>Bulk Uploads
• Under Start a New Upload, click New Upload
• Select a Type of Upload depending on what you would like to upload:

Create clients:

1. Select "Client" in the Type of Upload drop down
2. Select your file (Max file size allowed is 20MB) - Make sure your file is using the Bulk Upload Template - Clients.csv template file to create new users.

3. Click Upload to start the Upload 

Create providers:

1. Select "Provider" in the Type of Upload drop down
2. Select your file (Max file size allowed is 20MB) - Make sure your file is using the import_template_provider_create.csv template file to create new users.

3. Click Upload to start the Upload 

Create linkages between providers and support staff:

1. Select "Provider support staff relation" in the Type of Upload drop down
2. Select your file (Max file size allowed is 20MB) - Make sure your file is using the import_template_provider_create.csv template file to create new users.

3. Click Upload to start the Upload 

Assign Providers to Locations:

1. Select "Provider Locations" in the Type of Upload drop down
2. Select your file (Max file size allowed is 20MB) - Make sure your file is using the import_template_location_providers.csv template file to create new users.

3. Click Upload to start the Upload 

Upload History

You can see a list of your uploads in Upload History:

- Click View Results to see the details of your upload which will indicate if any lines failed the upload and will provide a reason.