---
title: Providers Data Import
description: Our data import feature simplifies your transition to Casebook. For a hassle-free experience, let our team handle the setup! Contact your Customer Success Manager for assistance with accurately importing your data.
---
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# Providers Data Import
## Import your historical Provider records to Casebook
---
### Prerequisites
**Please read this article before importing data:** [Using Data Import Templates for Bulk Edits](https://gohub.casebook.net/knowledge/filling-out-data-import-templates)
**The maximum limit for each import is 30,000 records across all tabs** - If your import will exceed this limit, please break the import up to support the 30,000 record limit or consider using the Casebook API to import larger or more complex datasets
### Instructions
#### Locations
- Column A: **ID**
- **To create new records, leave this column blank** and a system ID will be created for each row
- Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet
- Column B: **Address 1**
- First line of the Provider's Location (e.g. 123 Main Street)
- Format: Text
- Column C: **Address 2**
- First line of the Provider's Location, if applicable (e.g. Unit 1)
- Format: Text
- Column D: **City**
- City for the Provider's Location (e.g. Seattle)
- Format: Text
- Column E: **State**
- 2-character state code for the Provider's Location (e.g. WA)
- Format: Text
- Column F: **Zip Code**
- 5-character Zip Code for the Provider's Location (e.g. 12345)
- Format: Number (no decimals)
- Column G: **County**
- County for the Provider's Location (e.g. King County)
- Select from dropdown
- Column I: **Country**
- Country for the Provider's Location (e.g. US)
- Format: Text
- Column J: **Notes**
- Notes about the Provider's Location, if applicable (e.g. Mobile unit)
- Format: Text
- Column K (Required): **Import Operation**
- Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required
- Select from dropdown
#### Licenses
- Column A: **ID**
- **To create new records, leave this column blank** and a system ID will be created for each row
- Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet
- Column B (Required): **License Type**
- Type of License (e.g. Certificate)
- Select from dropdown
- Column D: **Started On**
- Start date for the Provider's License, if applicable
- Format: Date (MM/DD/YYYY)
- Column E: **Ended On**
- End date for the Provider's License, if applicable
- Format: Date (MM/DD/YYYY)
- Column F (Required): **License Status**
- Status for the Provider's License (e.g. Active)
- Select from dropdown
- Column H (Required): **Import Operation**
- Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required
- Select from dropdown
#### License Conditions
- Column A: ** ID**
- **To create new records, leave this column blank** and a system ID will be created for each row
- Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet
- Column B (Required): **License ID**
- ID for an existing License in Casebook
- Column C: **Gender**
- Gender requirement for the Provider's License, if applicable (e.g. Female)
- Format: Choose from dropdown
- Column E: **Minimum Age**
- Minimum age requirement for the Provider's License, if applicable (e.g. 1)
- Format: Number (no decimals)
- Column F: **Maximum Age**
- Maximum age requirement for the Provider's License, if applicable (e.g. 99)
- Format: Number (no decimals)
- Column G: **Other Condition**
- Other requirements for the Provider's License, if applicable (e.g. Washington state only)
- Format: Text
- Column H (Required): **Import Operation**
- Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required
- Select from dropdown
#### Providers
- Column A: **ID**
- **To create new records, leave this column blank** and a system ID will be created for each row
- Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet
- Column B (Required): **Provider Name**
- Name of the Provider
- Format: Text
- Column C: **EIN**
- Employer Identification Number for the Provider, if applicable (e.g. 12-3456789)
- Format: ##-########
- Column D (Required):** Type**
- Type of Provider
- Select from dropdown
- Column F (Required): **Provider Status**
- Sub-type for the Provider
- Select from dropdown
- Column H (Required): **Provider Subtype**
- Sub-type for the Provider
- Select from dropdown
- Column J: **Phone Number**
- Provider's phone number (e.g. (777) 888-9999)
- Format: (###) ###-####
- Column K: **Email Address**
- The provider's email address.
- Column L: **Accredited**
- Accreditation status for the Provider
- Select from dropdown
- Column M: **Under Contract**
- Contract status for the Provider
- Select from dropdown
- Column N (Optional): **Organization ID**
- ID for an existing Parent Organization in Casebook, if applicable
- Column O (Optional): **Location ID**
- ID for an existing Location in Casebook, if applicable
- Column P (Optional): **License ID**
- ID for an existing License in Casebook, if applicable
- Column Q (Required): **Import operation**
- Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required
- Select from dropdown
#### Services
- Column A: **ID**
- **To create new records, leave this column blank** and a system ID will be created for each row
- Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet
- Column B: **Type**
- Service type for the Service (e.g. Training)
- Select from dropdown
- Column D: **Provider ID**
- ID for an existing Provider in Casebook
- Column E: **Name**
- Name of the Service
- Format: Text
- Column F: **Maximum capacity**
- Maximum capacity for the Service (e.g. 20)
- Format: Number (no decimals)
- Column G: **Unit of delivery**
- Unit of delivery for the Service (e.g. Session)
- Select from dropdown
- Column I: **Service measurement**
- Unit of measurement for the Service (e.g. Month)
- Select from dropdown
- Column K: **Unit cost**
- Unit cost for the Service, if applicable
- Format: Decimal
- **Note**: There is no need to include a currency character like $
- Column L (Required): **Import operation**
- Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required
- Select from dropdown
### Tips
**If importing data to multiple sheets, separate your import into multiple steps** - First import data that does not require IDs, then copy the ID from Column A after import success
**For a list of existing IDs in Casebook, create and export a custom report in Reporting** containing the relevant ID field, then use these values when filling out the import sheet
**For a hassle-free experience, let our team handle the setup!** Contact your Customer Success Manager for assistance with accurately importing your data.
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