The excel file used for importing clients has the following structure. You can download a template here: Client import template.xlsx
The column meanings are as follows:
row_id - (Required) This can be the client number your organization uses to uniquely identify clients or you can simply use an increasing series of 1,2,3,4, etc. This ID can be alphanumeric, such as ADULT1 and CHILD1
related_to_row_id - (Optional) This is the row_id of the head of household that this client belongs to
client_number - (Optional) This is the identifier your organization assigns to a client
first_name - (Optional) The client's first name
middle_name - (Optional) The client's middle name
last_name - (Optional) The client's last name
street1 - (Optional) The client's street address 1. Ex. 123 Main St. Cannot include "?"
street2 - (Optional) The client's street address 2. Ex. Apt. 1
city - (Optional) The client's city. Ex. Boston
state - (Optional) The client's state. Ex. Massachusetts (must be full spelling rather than abbreviation)
zip_code - (Optional) The client's zip code. Ex. 02108
date_of_birth - (Optional) The client's date of birth. Must be in YYYY-MM-DD (1985-02-01)
age - (Optional) The client's age
phone_number - (Optional) The client's phone number
email_address - (Optional) The client's email address
occupation - (Optional) The client's job
veteran - (Optional) Is the client a veteran? Must be true or false.
age_group - (Optional) Must be one of adult, child or senior.
The following columns are only applicable if they are enabled in your Organizations Client Fields
gender - (Optional) The client's gender. Must be in all lowercase (e.g. male)
race_ethnicity - (Optional) The client's race/ethnicity
Special Notes on Column Headers
Do the column headers need to be spelled exactly as they appear above?
Yes. They are case sensitive too.
Does the order of the columns matter?
No.
What happens if I upload a column that is not one of the expected fields above?
It is ignored.
Troubleshooting and data validation
If the files are not importing, first paste the data into a clean worksheet with just the values, and save as a csv
Make sure there are no white spaces in categorical fields (e.g. state codes, gender)
Make sure the dates are formatted in the yyyy-mm-dd format, and actually stored as dates rather than text
Make sure there are no special characters