Overview
SKED’s Data Importer allows you to migrate data from other systems directly into SKED, eliminating the need for manual entry. Use this feature when you want to quickly bring in records such as contacts, leads, or appointments from CSV or Excel files, or by copying and pasting data. This product is specific to our Standalone offices.
Accessing the Data Importer
Open SKED.
Click the Settings icon in the bottom-left corner.
Navigate to the Tools section.
Select Import Data.
Preparing to Import Data
The Data Importer is designed for users migrating data from another system, such as an EHR.
You can import data using the following methods:
Upload a CSV (.csv) file
Upload an Excel (.xlsx) file
Copy and paste data directly from another source
What Can Be Imported?
You can import the following types of data:
Contacts
Leads
Appointments
Combined files containing both client and appointment data
Features of the Import Tool
We’ve designed this tool to be both intuitive and intelligent, making the import process as smooth as possible:
No Formatting Required in Most Cases
Our importer automatically reformats your data during upload, so there’s typically no need to adjust your file beforehand.
Duplicate Detection
Automatically identifies and skips duplicate records to help maintain clean, accurate data.
Field Mapping
Enables you to match fields from your source file to the correct fields in SKED during the import process.
Template Saving
Save your field mappings as a template to reuse for future imports with the same file structure.
Undo Option
If a mistake occurs, you can contact support within 30 days to undo the import, as long as the records have not been edited.
Next Steps in the Import Process
Continue to the next videos to learn how to upload your data and map your fields, including a detailed walkthrough of the importer interface and setup process.
Key Takeaways
The importer supports .csv and .xlsx file formats, and copy-paste.
Duplicate records are automatically detected and skipped.
Mapping templates save time for repeat imports.
You can undo imports within 30 days by contacting support, as long as records haven’t been edited.
The tool is designed for office users migrating data from other systems.
Conclusion
The Data Importer in SKED enables fast, reliable onboarding of new data. By following these steps and utilizing helpful features like duplicate detection and mapping templates, you can ensure a smooth transition of your records into the platform.