Batch Upload / Mass User Import

Batch upload is only available to Manager and Organization Admin user types.

To Batch Upload users:

1. Click Organization Management on the left and navigate to the organization you need to add users to
   • You can only batch upload users into a single organization at one time
2. Click Users
3. Click Batch Upload Users on the right-hand corner 
4. Click Browse to locate your file (Please note only CSV files are compatible)
5. Click Upload

Batch Upload Parameters

For Batch Upload, the file type must be .csv

Please use the following fields in your CSV (these are case sensitive and must be exactly as shown below):

• FIRST_NAME
• LAST_NAME
• EMAIL
• GENDER
• DATE_OF_BIRTH
  • 1980-12-31 (Year-Month-Day) or 12/31/1980 (Month/Day/Year)
• USER_TYPE
  • The following are the accepted user types and are case sensitive: 
    • provider
    • part_time_provider
    • scheduling_facilitator
    • scheduler
    • client
• STATE_CODE
  • ie. TN

Additional optional fields (case sensitive headers):

• password
• npi
• provider_email
  • This is used to connect the patient account being uploaded to an existing provider in the system
  • Add the email address associated with the provider in the system in the row of the patient being uploaded so that the patient and provider will be automatically connected

Please note that all header fields are case sensitive