Objective

Use Import/Export to add Assignments in bulk to your instance of Coconut or perform a mass update on existing Assignments records.

Steps

To perform an Assignments import, download the .csv template file, complete the file as indicated, and import it into your instance of Coconut.

NOTE: Staff groups will not display assignments on an export. This is to allow for the importing of assignments in future without the need to modify existing services.

NOTE: Coconut currently supports an import limit of up to 50,000 Assignments records.

Download the .csv template file

From the navigation menu, click Import/Export
From Data Type, select Assignments
Click Export Data to download a template in the supported format to use for the Assignments import
- NOTE: If you have not added an Assignment to your instance of Coconut, the download will include only the column headers

When Export Data is clicked, an audit operation is performed on the Assignments data that exists in your instance of Coconut. If this is not the first time you are adding Assignments to your instance of Coconut and you have received an error message, skip ahead to Resolve formatting errors.

Complete the .csv file

For a sample Assignments CSV, jump to the end of the article.

Navigate to where the downloaded .csv template is located on your device
Save the .csv template file to your desired location, based on your organization’s best practices and/or policies
Open the .csv file and complete based on the following parameters:
- NOTE: Your .csv template may include additional fields depending on your Coconut package and what add-ons (if any) are included; furthermore, values included in the table below may or may not apply to your instance of Coconut, depending on your package

Field	Description	Required/Optional
user	The external ID for the Staff member	Required
location	The external ID for the Location	Required
services	The external ID for the Service; separate multiple service assignments with a colon	Optional

Import the .csv file

From the navigation menu, click Import/Export
From Data Type, select Assignments
Select whether it will be a partial or full import
- Partial: No assignments will be removed as part of the import process (assignments are only added)
- Full: Assignments will be updated as per the import file (assignments are added and/or removed as part of the import process)
Do one of the following:
- Drag and drop the completed .csv file onto the upload target
- Click or select from your computer to upload the .csv file
Verify the .csv file is without errors by reviewing the confirmation message that displays upon upload
- NOTE: If the Import button does not activate, it indicates there are errors in the .csv file; click Show Errors to review a list of row items in the .csv file that require correction, correct the errors, and re-upload the corrected .csv file (review Resolve formatting errors for more info)
- NOTE: If the Import button activates, it indicates that the .csv file is formatted correctly; details of what will be imported display for your review
Click Import

The Assignments are imported, and can be accessed by navigating to Staff > Assignments.

Resolve formatting errors

For tips to resolve the most common formatting errors, please visit this article.

From the error message, click Show All
A details list displays; review the details to confirm what updates are required to which Assignments
Complete the required updates by navigating to Staff and updating required fields or updating within the .csv file

The following demonstrates resolving formatting errors by reviewing the errors and updating a revised .csv file. While the example shows a Staff import, the same steps apply.