The Bulk Upload module allows users to manually enter large amounts of client or employee data into the Sandata EVV system. Using a provided excel file, users can create an .JSON upload file containing client/employee data and load that file into the system. The system creates client and employee data for those clients/employees using the data in the upload file. It is best practice to only use bulk upload during the initial data entry period, as the upload process overwrites the existing client/employee data in the system. When using Bulk Upload, it is recommended that users create a small upload file containing 1 or 2 employees to test the process.
1. Navigate to the Bulk Upload screen.
2. Use the dropdown to select an upload type.
3. Click Browse.
4. Locate and select the .JSON file to be uploaded.
5. Click Open.
A Success window displays when the upload is completed.
6. Click the Download icon to save a copy of the result file.
Users must save the result file, as it cannot be access after this screen is closed or navigated away from.
7. Click Save.
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