Changes for page Batch Uploads

Last modified by Matthew Deceunynck on 2015/07/02 17:24
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edited by karimpirani
on 2014/07/15 14:37
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edited by karimpirani
on 2014/07/09 17:26
Change comment: Upload new image batch uploads - 5.PNG

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1 1  **Batch Data Upload Process**
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3 -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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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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6 -__Prepare your file for uploading:__
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8 -0. A note on the CSV file type: you will be required to upload all data to the system as a CSV file. Short for comma-separated values file, these files enable both parties (i.e. those responsible for importing and exporting the data) to have common expectations as to the data that must be uploaded and what the data signifies. They also prove to be the simplest and most effective way to transfer assessment data for clients. In the batch upload process, therefore, your CSV file will contain all the necessary and pertinent information for clients. Each CSV file (usually a text file) can contain information about many different clients. An outline for what to include and what format to use in your file is shown below.
9 +You must review and fulfill these [[Prerequisites >>doc:Prerequisites]]prior to proceeding with this Batch Upload Process.
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10 -~1. The first step you will need to take for batch uploads is to export all of your client data to the CSV file format. As stated above, the file can be a simple text file. Moreover, it can include information and assessment data for multiple clients. However, you **must **follow the subsequently outline standard to ensure that your data is understood and accepted by the system //(see the sample below for any clarifications)//
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13 -* Each client's assessment should be on a different line
14 -* Hence, there should be 1 line in the file per assessment
15 -* In this line, please be sure to include 4 things (in this order) separated only by commas: CLIENT ID, DATE (in MM/DD/YYYY format), SCORE, ASSESSOR
16 -* When you have included assessment information for all the clients, save your CSV file
17 -* Your CSV file is now ready to upload onto the system. See the General Uploading Process below to continue...
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19 -* [[image:batch uploads - sample.PNG||style="font-size: 14px; background-color: rgb(245, 245, 245);"]] __**A DATA SET LIKE THE ONE ON THE LEFT BECOMES... **__[[image:batch uploads - sample csv.PNG||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
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.
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26 -Batch Upload Data Formats
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28 -* Most common upload formats include: Role, Client, Staff Member, etc.
29 -* Each of these options have very specific and definite formats, so please contact OA support to receive the exact template for your selected option.
30 -* Some customized formats may be available or could be developed. Please contact OA for more information.
31 -
32 32  **General Uploading Process**
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34 34  ~1. Log into the application
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54 54  5. Confirm successful upload
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56 -[[image:batch uploads - 7.PNG]]
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62 62  7. If there are errors, view the error details by clicking on the Show Error Details option
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64 -[[image:batch uploads - 5.PNG]]
49 +[[image:Missing.png]]
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66 66  You will need to correct the data in the CSV file, or obtain a new, corrected copy of the data.
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74 74  **General File and Field Format/Content Rules**
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76 76  1. All fields are comma delimited.
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