Overview
The Data Importer in ChiroHD streamlines the process of bringing bulk data into your system. Use this tool to start new imports, review previous imports, and save time with reusable templates. This article provides a guided overview of the main navigation and features, as demonstrated in the workflow video. This feature is for our Standalone product only.
Accessing the Data Importer
Click Settings in the lower-left corner of your ChiroHD dashboard.
Under the Tools section, select Import Data.
Data Importer Navigation
The Data Importer consists of three main areas:
1. Upload Page
The Upload page is where every import begins.
To start a new import:
Drag and drop your file into the upload area,
orClick to upload a file from your device,
orCopy and paste data directly into the importer.
2. Import History
The Import History section allows you to track all past and in-progress imports.
Each entry includes details such as:
Records created
Records updated
Records skipped
Records failed
Draft imports are automatically saved if you begin but do not complete an import. You can:
Resume a draft by selecting the edit (pencil) icon
Delete drafts that are no longer needed
Note: Drafts become uneditable after ninety days.
3. Import Templates
Import Templates streamline repeat imports by saving your field mappings, eliminating the need to remap fields when importing similar data in the future.
Note: When editing a template, you may see sample data from a previous import. This is for reference only and will not trigger a new import.
Key Takeaways
Access the Data Importer from the Settings panel under Tools.
Begin every import on the Upload page by uploading or pasting data.
Use Import History to monitor completed and draft imports, with clear status indicators.
Save and reuse Import Templates to speed up repeat imports and reduce mapping work.
Drafts can be resumed within thirty days; after that, they expire.
Conclusion
Understanding the Data Importer's Upload page, Import History, and Import Templates will help you efficiently import data into ChiroHD. In the next tutorial, you’ll learn how to upload a file and choose your import type for even smoother data management.