Changes for page Batch Uploads

Last modified by Matthew Deceunynck on 2015/07/02 17:24
From version Icon 11.1 Icon
edited by karimpirani
on 2014/07/09 17:27
Change comment: There is no comment for this version
To version Icon 13.1 Icon
edited by Matthew Deceunynck
on 2014/07/10 09:37
Change comment: There is no comment for this version

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5 5  The batch data upload process allows you to quickly populate the system database with existing data that is already recorded in electronic format on one of your other data systems. The following is a step-by-step guide to making your way through this process.
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9 -You must review and fulfill these [[Prerequisites >>doc:Prerequisites]]prior to proceeding with this Batch Upload Process.
8 +Prerequisites -
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13 -Use these [[Batch Upload Data Formats>>doc:Batch Upload Data Formats]] and examples to guide you through the process of uploading your organization's data.
11 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Use of CSV file.
12 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Export of client's data to CSV file format
13 +* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Show a few columns on a fake and limited spreadsheet.
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15 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %) Batch Upload Data Formats
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17 -**General Uploading Process**
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18 +* List most common upload formats.
19 +* Some customized formats may be available or could be developed.
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23 +(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**General Uploading Process**
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19 19  ~1. Log into the application
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21 21  2. Select the Batch Uploads option under the Administration sidebar