Administration
Imports
Imports Overview

Imports Overview

The Imports page gives you a single place to see every import that has been run on your account and to start a new one. From here you can review the status of past imports and create new imports without having to go straight into each import type.

Viewing your imports

When you open the Imports page you'll see a list of the imports that have already been run on your account. Each row in the table shows:

Created At – the date and time the import was started.
Import Type – the type of import that was run (for example, Contact Import).
Status – the current state of the import, such as Completed.

To see more information about a particular import, simply click on its row in the table. You can also use the filter (funnel) icon above the table to narrow the list down.

Creating a new import

To start a new import, click the Create Import button in the top right of the page.

You'll then be asked to select an import type. Each type includes a short description of what it imports.

The available import types are:

Participants – Import all of your Participants and their basic details. See Participant Import.
Users – Import Users and add them to your team. See User Import.
Plan Managers – Import Plan Managers and their invoicing details.
Contacts – Import Contacts and their details. See Contacts Import.
Organisations – Import Organisations and their details.
Unscheduled Services – Import unscheduled services for your participants. See Services Import.
Case Notes – Import case notes for your participants. See Case Note Import.
Documents – Import documents for your participants. See Documents Import.

Once you've selected an import type, follow the steps in the relevant import guide to download the template, populate it, and upload your data.

Troubleshooting