You can add customers/patients to Flowhub via a CSV file upload.
Upload Customers via CSV
Open the Menu in the upper left corner and select "Customers"
Select on the "Upload CSV" button in the upper right corner
Select "Get Template."
The template will download onto your computer (tip: check your downloads folder)
Customers must be uploaded in the format provided in the template
Fill in the CSV file with the proper information, and save it as a CSV file for upload.
Anything with an asterisk (*) in the heading is required to upload the file.
The following information is required:
Rec - Full Name, Date of Birth, & State
Med - Full Name, Date of Birth, State, Med Card Number, & Med Card Expiration Date
Once the spreadsheet is complete, go back to the "Customers" section in Flowhub and select "Upload CSV" in the upper right corner
Choose your saved file, select your file type, and select "Upload."
If you have any errors, you will see what errors occurred, and an option to download the CSV with the errors. Fix the errors in the CSV and reupload.
Tips for Uploading via CSV:
You can only upload CSV files with 4000 lines or less. If you have a file larger than that, break it down into files with 4000 lines or less.
Anything with an asterisk (*) in the heading is required to upload the file.
If you upload the same customer spreadsheet twice, you will have duplicate customers. Be sure to download the errors CSV, fix the errors, and then re-upload to avoid uploading duplicates.