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Submitting a Client Data Import

This lesson will show you how to submit your client data import template.

Download Client Data Import Template

Click here to choose the type of import necessary and download the client data import template.

Please do not rename or change the order of any of the Columns within the template.

• Simply ignore any unused columns

• Date of birth must be supplied in MM/DD/YYYY format

• Do not add any additional columns. If a column that you would like us to import is missing from the template, please call our support team for special instructions. [Support: (877) 358-7774]

• Please send your completed import template to our support team by submitting a trouble ticket with the completed file attached to the ticket.

Help/Support

Click on the Help/Support Link

 

Submit Trouble Ticket

Click on Request Support

 

Trouble Ticket Details

Fill in all required fields.

 

 

Note: Ticket Type should be selected as Import

Click on Submit.

Attach a File

 

1. Fill out the required fields.

2. Click Browse to upload your client data import.

3. Click on Begin file upload.

 

End Results

End Results

Your files have been received

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