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  • Import Multiple Clients

    If multiple client records saved outside of the Community CI system, you may choose to import them in bulk. Using...
  • Import Multiple Assessments

    There are a number of ways to record an assessment. To import multiple assessments using the supplied template file, follow...
  • Assessments – Bulk Import Errors

    When importing assessments using the bulk import tool, there are a number of errors that may occur. The errors, their...
  • How do I format my dates?

    The format of the date fields in your bulk import file can cause issues. If the format is incorrect you...
  • Import Multiple Assessments – no template

    There are a number of ways to record an assessment. If you have recorded assessment information outside of the system,...
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