Credentially is the perfect solution for healthcare organisations that have grown beyond spreadsheets, and with that a natural question frequently crops up: “how easy is it to get our existing staff onto our Credentially platform?”

The answer: so easy, you can even do it yourself.

For those that have their .CSV file in a uniform order, our step-by-step guide will have you up and running in no time. Here’s the quick version on how to prepare your .CSV file:
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Data must be formatted in a standardised .CSV file. The columns must be set out in the following order:

[first name*], [last name*], [email*], [date of birth], [phone number], [home postcode], [registration number], [skip onboarding], [role]

Dates should be formatted YYYY-MM-DD, otherwise they will not be imported into the system.

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Once you have uploaded your .CSV file of user details, you’ll be ready to upload and assign existing documents to their respective profiles. To do so, create a master folder and one subfolder for each employee - the naming format of these folders should be ‘first name’ and ‘last name’, separated by a single space:

Each employee’s documents should be placed directly into these folders (i.e no further subfolders beneath this level). The following file formats are accepted: PDF, JPG, PNG, TIFF, DOCX.

The file name of the document under each respective employee should correspond to the document type, for instance passport.jpg.

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Once your master folder is ready, you can simply drag and drop it into the Credentially platform and the system will begin parsing the documents against your .CSV data (as outlined in the previous step.)

For those who would rather leave the details to us, your Customer Success Manager will be more than happy to transfer existing data over to the platform. The costings for this are as follows:

If you’re able to provide .CSV files and documents that match the format listed above, we can take care of the rest.

Note that ‘user’ refers to each staff member on the Credentially platform (clinical or otherwise), and not just the administration team members using the platform.

If your existing staff data is a little more chaotic (likely the reason you chose Credentially!) it’ll take our team a little extra time to migrate. Regardless of whether your Excel files are all over the place or you have stacks of paper to convert, we’ll be happy to take a look and advise on specific pricing and timespans.

Contact the Credentially team today to discuss further, or if you haven’t seen us in action yet, book a 15 minute live demo at a time that works for you.