You can add customers/patients to Flowhub via a CSV file upload. This upload runs in the background and allows you to continue working in Maui until it's complete.
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 the file has more than 100 rows, the file will upload in the background. You'll receive a dialog box letting you know how many customers are in the file and that you'll receive a notification when complete.
To check the notifications in the upper right corner for updates, select the bell icon in the upper right corner near your store name and user initials.
The first notification you'll receive is acknowledgment that the file is being uploaded.
Go ahead and relax; you can navigate away from the customer page and accomplish other tasks while your customers are being processed.
Larger files may take several minutes (15min or more) to process.
When the upload is complete, there will be another notification.
A successful upload without errors will notify you - this file of 3000 customers without errors took 8 minutes to upload successfully in the background.
If you have any errors, the notification will state "Download customer upload errors." Click on the error notification to automatically download the CSV error file.
The file will be named "upload-results-[date]"
The first column in the template will show you which errors ocurred - below is an example of customers missing Date of Birth information - "Birthdate is required":
Fix the errors in the CSV and reupload to Maui.
Tip: you may need to put the corrected errors in a new template. Do not include the first column with the name of the error in the upload.
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 of the customer upload template 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.