We recommend always starting a Batch Upload with the following tips.
Check Securities. Is this an action you can take in ETO? Do you have proper securities to allow you to record/edit/update TouchPoint or Participants?
Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,
Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data
Test. Upload 1-2 rows of test data to ensure a proper upload
Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.
Batch Upload Walkthroughs:
Participants and Families
Entities and Users
Forms: TouchPoints, Referrals, Collections
Legacy (Legacy Uploads and Data)
Helpful Articles
Level up your skills!
Explore our in-depth training resources and watch the webinar(s) for this feature below to get started: