Print Friendly and PDF
Follow

Import Clients

Alert

The 'Import Clients' functionality is still being improved - Please try it!

If you experience any issues, consider using the original Client Importer tool available under Utility -> Client Importer (Legacy)

You can Import/Update Clients in bulk within VETtrak by making use of the Import Clients utility.

This functionality works by interpreting data from a spreadsheet into your system, with tools to allow a user to configure how VETtrak will interface with the spreadsheet data, including a robust method of translating what spreadsheet column applies to what VETtrak field.


Using the Import Clients Utility

To start the import, go to Utility > Import Clients:

As this utility is still being improved, the following message will appear. Press Continue to proceed.

This will display the Client Importer wizard:

  1. Layout File
    • Layout File field displays the currently selected Layout file.

      Note: VETtrak has access to a Standard Layout File, titled ClientDefault.vtlayout, that will be selected by default when this utility is first opened. This is an ideal option for new users.
    • Press Load to open the selected Layout File. This will populate the Import Spreadsheet Columns area to match the settings within the file.
    • Press Save to keep any changes made to the Layout File after customising it. Changes are made using the Available Fields/Import Spreadsheet Columns areas.
    • Settings provides access to additional options for interpreting your spreadsheet. By default, the settings should be optimal for a painless import. This will mostly depend on the type of spreadsheet being used.
  2. Available Fields provides access to a list of VETtrak fields that can be used to interpret your spreadsheet data to be ready for import.

    Be selecting a list of Fields present in your spreadsheet, VETtrak will then be able to recognise the values in the next step, validating them ready for import.

    You can select columns in the left hand side by navigating to the required Field name, and either Clicking and Dragging the item into the right hand side, pressing the Add button, or simply Double Click to immediately add it:

    clientpick.gif
  3. Import Spreadsheet Columns
    • Click theto change order options, and drag records up or down to reorder them within the list.
    • Set will denote data fields that are related.
    • Column displays the VETtrak field selected.
    • Operation identifies what VETtrak should do with this information when reading your spreadsheet. Depending on the type of field selected, only specific options may be available. These options include:
      • Match indicates that VETtrak will attempt to match the fields information to a record within VETtrak.

        For example, Matching a Client Code within your Spreadsheet to the Client Code in VETtrak.
      • Update specifies that the details within your spreadsheet should replace the data within VETtrak.

        For example, Updating a Client Email Address within VETtrak to the value in your Spreadsheet.
      • Update (can be set blank) will update a record as above, but can use an empty field in the spreadsheet to update the record within VETtrak to be blank (if VETtrak allows).
      • Ignore indicates that VETtrak should not validate the data in this column at this time.
    • Delete removes this field from the Import Spreadsheet Columns list.
    • Add ignored column allows a user to create a value that may match data within your Spreadsheet that is irrelevant to VETtraks needs, so as to avoid forcibly removing it from the spreadsheet. For example, external record details that are useful when viewing the spreadsheet on it's own, but serve no purpose within VETtrak for the sake of importing.
  4. The Fixed value columns can be used to set a blanket entry for a particular value (Such as adding a specific Group entry against all imported Clients to add them to an existing VETtrak Group). Related 'Set' items will appear in this area with a colour code denoting their relation (Such as Address entries)
  5. Press Next to review your Spreadsheet data to import/update.


This will display the second page of the wizard:

mceclip3.png

  1. Import File displays the currently selected Spreadsheet file. Press the folder button to browse for a valid Spreadsheet document, then press Load and Validate  to check the data.
  2. The Data Grid will display the information interpreted from your Import File, with row headers and columns containing the data.
    • Use can be toggled to indicate if that record should be imported or ignored.
    • Status will display a coloured indicator of whether the data present is suitable to be imported, or has issued that need to be addressed. The key for this is displayed on the right hand side.

      If you click a coloured Status box, it will expand:
      mceclip2.png
      This will display detailed information about how the spreadsheet data has been interpreted, and will give a rundown on the change that will take place if you process the update.

      Alternatively, if there is an Error/Warning it will provide a detailed explanation of what is incorrect:
      mceclip0.png
    • Action indicates what should happen if this data row was to be imported, whether a VETtrak record will be Edited, Added or No action will take place.
    • Open provides a range of direct access options to specific data in VETtrak associated with this record, such as editing Client Details and Personal Details.
  3. The Missing Info area will alert you to information in your input data that may be missing within VETtrak - For example, if you are attempting to attach an imported client to an Employer that has not yet been entered into VETtrak.

    When data is found to be missing, the Missing Info will show and alert like so: mceclip4.png
    Clicking this item will display a panel like so, showing the missing information and offering the option to add it to your VETtrak database:mceclip6.png
  4. The Status panel displays a key of the status of your data, showing what each particular status colour means and the number of records with that status.
  5. The Action area indicates the action that will be performed when the record is imported.
    • No Action: Row has no import action and cannot be imported.
    • Add: This data will be imported and added to your VETtrak database.
    • Edit: Row will be used to edit an existing record.
  6. Press Import to process the Import/Update of records.
  7. If required, you can Export an Excel spreadsheet document of the values displayed in this area, including column headings. This can be used to export a blank formatted spreadsheet, ready to populate for import - or a record of the data as it appeared prior to being imported.

 


Preparing the Spreadsheet File to Import

The Import Client Utility will require a Spreadsheet that matches your Layout to work - we recommend using a Microsoft Excel 97-2003 Worksheet (.xls) file format to make sure that all data is kept intact, as some Excel formats can strip leading zeros that are required for details such as a Clients VETtrak Code.

You can download a Spreadsheet that matches the VETtrak Default Updater Layout here: Client Import Template

 

Using the Default Client Import Template as an example, the excel spreadsheet could appear like the following:

Within VETtrak this spreadsheet document would appear like so after validation, prior to import:

And upon importing this data, your Client Record would be created using the values specified, appearing like so:

 


Advanced Functionality

Much like the 'Import Clients' functionality itself, this article is also still being improved.

This section is currently empty, and will be populated at a later date.

Back to Top
    Tags:
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.