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,...