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      Providers Data Import

      Please read this article before importing data. 

      Note: If you are using Bulk Import to update Provider Records, you will need to match the Provider ID and Provider Name in Casebook to the Import Sheet. To do this, pull a report in cb Reporting that contains the provider_id and provider_name fields and use these values when filling out the import sheet. 

      Explanation of Each Tab in Order

      Locations

      • Column A: Unique ID
      • Column B: Address 1
        • The first line of the provider's address. 
      • Column C: Address 2
        • The second line of the provider's address, if applicable. 
      • Column D: City
        • The name of the provider's city. 
      • Column E: State
        • The abbreviation of the provider's state.  
        • Format Example: WA
      • Column F: Zip Code
        • The zip code of the provider's address. 
      • Column G: County
        • Select the county for the provider's address from the dropdown menu. 
      • Column I: Country
        • The provider's country for the address. 
      • Column J: Notes
        • Notes about the provider's location/address. 
      • Column K - Required: Import Operation
        • Select an action from the dropdown menu.
        • If you are updating existing information, then you'd select Update. 
        • Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation. 

        Licenses

        • Column A: Unique ID
        • Column B - Required: License Type
          • Select the provider's license type from the dropdown menu. 
        • Column D: Started On
          • Write the start date of the provider's license. 
          • Format: MM/DD/YYYY
        • Column E: Ended On
          • Write the expiration date of the provider's license. 
          • Format: MM/DD/YYYY
        • Column F - Required: License Status
          • Select the provider's license status from the dropdown menu. 
        • Column H - Required: Import Operation
          • Select an action from the dropdown menu.
          • If you are updating existing information, then you'd select Update. 
          • Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation. 

        License_Conditions

        • Column A: Unique ID
          • Leave this blank. It will automatically be generated after the import has been completed. 
        • Column B: License ID
          • To apply these conditions to a specific license, you will need to copy and paste the license ID from Column A in the Licenses tab. 
        • Column C: Gender
          • If the provider has gender conditions, select the applicable choice from the dropdown menu. 
        • Column E: Minimum Age
          • If the provider has a minimum age requirement, write in the minimum age here.
          • Format: 11
          • Note: Only use numbers in this column. 
        • Column F: Maximum Age
          • If the provider has a maximum age requirement, write in the maximum age here.
          • Format: 21
          • Note: Only use numbers in this column. 
        • Column G: Other Condition
          • If the provider has any other license conditions, you would write it in here. 
            • Column H - Required: Import Operation
              • Select an action from the dropdown menu.
              • If you are updating existing information, then you'd select Update. 
              • Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation. 

            Providers

            • Column B - Required: Provider Name
              • Name of provider. 
            • Column C: EIN
              • The provider's employer identification number, if applicable. 
            • Column D - Required: Provider Type
              • Select the type of provider from the dropdown menu. 
            • Column F - Required: Provider Status
              • Select the provider's status from the dropdown menu. 
            • Column H - Required: Provider Subtype
              • Select the provider's subtype from the dropdown menu. 
            • Column J: Phone Number
              • The provider's phone number. 
              • Format: (XXX) XXX-XXXX
              • Example: (777) 888-9999
            • Column K: Email Address
              • The provider's email address. 
            • Column L: Accredited
              • Select whether or not the provider is accredited. 
            • Column M: Under Contract
              • Select whether or not the provider is under contract. 
            • Column N: Organization ID
              • Write in the provider's organization ID, if applicable. 
            • Column O: Location ID
              • If you filled out the locations tab in the spreadsheet, you will need to copy and paste the location ID from Column A of the Locations tab to link the data to this provider. 
            • Column P: License ID
              • If you filled out the licenses tab in the spreadsheet, you will need to copy and paste the license ID from Column A of the Licenses tab to link the data to this provider. 
            • Column Q - Required: Import Operation
              • Select an action from the dropdown menu.
              • If you are updating existing information, then you'd select Update. 
              • Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation. 

            Services

            • Column A: Unique ID
              • Leave this blank. It will automatically be generated after the import has been completed. 
            • Column B: Service Type
              • Select the service type from the dropdown menu. 
            • Column D: Provider ID
              • To link these services to the correct provider, you'll need to copy and paste the provider ID from Column A of the Providers tab here. 
            • Column E: Name
              • The name of the service. 
            • Column F: Max Capacity
              • The maximum capacity for the service. 
              • Format: 20
              • Note: Only use numbers in this column. 
            • Column G: Delivery Unit
              • Select the unit of delivery for the service from the dropdown menu. 
              • For example, if the service is offered per session, you would select session. 
            • Column I: Unit Type
              • Select the unit type for the service from the dropdown menu. 
            • Column K: Unit Cost
              • The cost of the service, if applicable. 
              • Note: The Unit Cost is in USD. If you use a dollar sign $ before the number, it will only display the number. 
            • Column L - Required: Import Operation
              • Select an action from the dropdown menu.
              • If you are updating existing information, then you'd select Update. 
              • Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation.