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Importing Client Enrollment Data

This article explains how to upload client enrollment data into SureImpact using an Excel spreadsheet.

An option for enrolling clients in one or multiple programs is via the Import Client Enrollment feature.

There are four optional columns in the Importing Client Enrollment Data template that are used to add data to clients: Client ID, Client First Name, Client Last Name, and Client Date of Birth.

If you provide a Client ID (the SureImpact ID), the import tool will match the client based on the Client ID.

If no Client ID is provided, the import tool will attempt to look up a client by First Name and Last name. If there is one matching client, it'll add the data to that client. If there are multiple matching clients, the import will then try to find a match with the specified date of birth.

  1. In the top navigation, click Programs.
  2. Click Import/Export Data, and then click Import Client Enrollments.
  3. Click Download Template to download the .XLS template required for importing client enrollment data.
  4. In the template provided, enter the following information:

  5. Once you have entered the client program enrollment dates you want to import, click Choose File.
  6. Select the desired file on your computer, and then click Open. You should now see the name of the file you selected next to the Choose File button.
  7. Click Import. You will now receive a confirmation message that all rows have been uploaded correctly, or a message letting you know which rows in the spreadsheet had errors and need to be fixed.