Careview - Support Specialist Onboarding Process

Upload Service Provider Records

Use the following steps to do one of the following.

  1. Upload your new Service Provider records in bulk.
  2. Update existing Service Provider records in bulk.  Firstly, Download the Service Provider records, edit and then follow these steps to Upload the file.

During an upload, where the data already exists, it simply updates the record where there is new data, e.g. update the Mobile phone number if missing or has changed.

1.      Click on Resources from the Main Menu, and click to choose Service Providers.







2.           The Service Providers screen displays with or without a list of all existing service providers. Under Action, click on Upload from CSV.

 

3.      Click on Browse, select the File and click on Submit.

If there are any error in the file, the system will report them after it has completed validating the file.  The error report will clearly indicate what the error is, simply correct it in the file and reupload.

4.      Once is it finished, the system will indicate as per screenshot below that it has completed the upload successfully.



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