Importing Service Data

This article explains how to import Service data so it is added to client records.

Importing Service Data

1. In the top navigation, click Services.
2. Click Import/Export Data.
   
   
3. Click Bulk Import Service Data.
4. Click Download Template.
5. In the .XLSX template, enter all of the service data you want to upload.

ClientID - This is the unique SureImpact ID assigned to each client. The fastest way to get all of the necessary SureImpact ID numbers is to go to the Client tab, click Import Client Data, and then click Export All Client Data.

ClientFirstName - Enter the client's first name. Make sure to spell it correctly and capitalize the first letter. 

Client LastName - Enter the client's last name. Make sure to spell it correctly and capitalize the first letter. 

ClientDateOfBrith - Enter the client's date of birth using the MM/DD/YYYY format. 

ServiceId – Each service in SureImpact has a unique ID number. In order to determine the ServiceId for a service, see Exporting Service Names and IDs.

UserID – This is the unique ID assigned to each staff member in SureImpact. To find the correct User ID for a user:

1. In the top navigation, click Staff.
2. Select the desired staff member. Under the staff member’s name, you can see the User ID.

ActivityDate – This is the date the service was completed. The format should be MM/DD/YYYY.

StartTime – This is the time the service was started. The time formula must be HH:MMPM (or AM). The time should be 12:00PM with no seconds and no spaces between the time and the AM/PM designation.

DurationHours & DurationMinutes – Both of these columns need to have an integer. If the service took less than 1 hour, enter “0” in the DurationHours column.
Notes – Enter any case notes you want to attach with the services.

1. Once you have all of your data correctly entered in the template, click Choose File.
2. Click Import.