Changes for page Batch Uploads

Last modified by Matthew Deceunynck on 2015/07/02 17:24
From version Icon 18.3 Icon
edited by karimpirani
on 2014/07/15 14:37
Change comment: There is no comment for this version
To version Icon 16.1 Icon
edited by karimpirani
on 2014/07/14 17:58
Change comment: There is no comment for this version

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10 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)//
11 11  
12 12  (((
13 +
13 13  * Each client's assessment should be on a different line
14 14  * Hence, there should be 1 line in the file per assessment
15 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 16  * When you have included assessment information for all the clients, save your CSV file
17 17  * Your CSV file is now ready to upload onto the system. See the General Uploading Process below to continue...
18 -* \\
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);"]]
20 20  
21 21  (((
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21 +[[image:batch uploads - sample.PNG]]
23 23  )))
24 24  )))
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26 26  Batch Upload Data Formats
27 27  
28 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 30  * Some customized formats may be available or could be developed. Please contact OA for more information.
31 31  
32 32  **General Uploading Process**
Icon batch uploads - sample csv.PNG
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1 -XWiki.karimpirani
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1 -7.1 KB
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