How to import your data into FieldWorker
Import Employee, Customer and iRecords Data
Ben
Last Update vor einem Jahr
FieldWorker lets you import your data from any other systems your agency had been using. Here's how to do it.
What can you import?
Currently, you are able to import the following data in the correct CSV format:
– Data from iRecords
– Employee information
– Customer information
Below, you'll see exactly how the CSV file should be formatted for each of these to ensure you can seamlessly import your data.
Where do you import your data?
Once you've logged into FieldWorker, go to "New" i the side panel.
From here, you'll need to select "Bulk Upload". Here, you'll be able to select what kind of data or information you want to upload.
Once selected, you can simply drag and drop your CSV file into the space with the dotted outline as indicated – or alternatively, you can click here to select the file to upload manually.
Who can import data?
Only individuals who have the admin role can bulk import data.
Data security
Please note that any data you import must be data associated with your company only. Any data that is not strictly associated with your company must be removed prior to import into FieldWorker.
Option 1: Importing your data from iRecords
To import data from iRecords, you can download details from the Participant Record using the Search Tile on the main page. The Search Tile is typically located below the Duelist and the Alerts Tile on the dashboard. Once you have the CSV containing your data, follow the steps below to ensure it's formatted correctly and ready to import into FieldWorker.
The correct CSV format
To bulk import your data, you'll need to ensure it's in a CSV format and follows the example shown here. You can see the three columns and the various rows included, with example information filled out for each. The "Description" column defines the type of data in the central column.
| Column names | Sample data | Description |
| DDD ID | 12767 | DDD case number |
| Name | James Harmony | First Name Last Name |
| Waiver Program | Legacy | Text |
| SC Agency | Helping Hands | Agency Name |
| Active Plan Allocated | 16400 | Number |
| Active Plan Budget | 24000 | Number |
| Active Plan Expended | 2380 | Number |
| Active Plan Version | 1.03 | Number |
| Address | PO Box 32, Somerville, NJ 08876 | Address Line 1, Address Line 2 (optional), City, State, Zip |
| Age | 47 | Number |
| Contact Phone | 912 567 8989 | Number |
| Date of Birth | 7/28/1967 | MM/DD/YYYY |
| [email protected] | Text | |
| SC (Support Coordinator) | Max Walker | First Name Last Name |
| SC Agency Phone | 908 685 1444 | Number |
| SC E-mail | [email protected] | Text |
| SCS E-Email (Support Coordination Supervisor) | [email protected] | Text |
| Status | Eligible for DDD Services | Text |
| County | Monmouth | Text |
| Current Plan Allocated | 16400 | Number |
| Current Plan Budget | 24000 | Number |
| Current Plan | 2 | Number |
| Current Plan Status | W | Text |
| Due Date | 03/15/2021 | MM/DD/YYYY |
| Current Plan Version | 1.03 | Nunber |
| Functional Criteria Met | N | Yes or No |
| Gender | M | M, F, Q |
| Last Assessment Date | 03/21/2929 | MM/DD/YYYY |
| Last Monthly Contact | 10/21/2020 | MM/DD/YYYY |
| Medicaid Eligibility | Y | Yes or No |
| Medicaid End Date | 12/30/2021 | MM/DD/YY |
| Medicaid ID | 665243 | Number |
| Medicaid Program Status Code | Disability - CN Medicaid Only | Text |
Option 2: Importing your employee data
This option gives you a way to upload all relevant information about an employee, including their work contact information and details related to their terms of employment.
The correct CSV format
To bulk import your data, you'll need to ensure it's in a CSV format and follows the example shown here. You can see the three columns and the various rows included, with example information filled out for each. The "Description" column defines the type of data in the central column.
| Column names | Sample data | Description | Required Field | Default |
| Employee Id | 12344321 | Number | Y | |
| Employee First Name | James | Text | Y | Y |
| Employee Last Name | Harmony | Text | Y | |
| Address Line1 | 2 North Sample Road | Text | Y | |
| Address Line2 | Text | Y | ||
| City | Brooklyn | Text | Y | |
| State | NY | Text | Y | |
| Zip Code | 11230 | Number | Y | |
| Phone | 123 456 7890 | Number | ||
| Joining Date | 12/30/2021 | MM/DD/YYYY | Y | |
| Status | Full time | Full time; Temp; Contract | ||
| Type | Individual | Individual; Organization | ||
| Level | Admin | Admin; Manager; Support Coordinator | Y | |
| Vacation Days | 1 | Number | ||
| Personal Days | 1 | Number | ||
| Active | Y | Yes or No | Y | |
| Created at | 01/01/2021 | MM/DD/YYYY | Y | |
| Updated at | 01/01/2022 | MM/DD/YYYY | Y | |
| Employee Manager ID | 123456 | Number | ||
| Company ID | 987654 | Number | Y | |
| [email protected] | Text | |||
| Home Phone | 098 765 4321 | Number | ||
| SSN | 999 999 9999 | Number | ||
| DOB | 01/01/1989 | MM/DD/YYYY | ||
| Date of Termination | 01/01/2022 | MM/DD/YYYY | ||
| Termination Reason | Text | |||
| Compensation Type | Weekly | Weekly; Monthly; Hourly | ||
| Compensation Rate | 24 | Number | ||
| Employment Status | Active | Active; Terminated | ||
| Gender | M | Text | Y | |
| State Registration ID | 123456 | Number | ||
| State Registration Type | Text |
Option 3: Importing your customer data
This option gives you a way to upload all relevant information about a patient or customer, including their contact details and essential information related to their care plan.
The correct CSV format
To bulk import your data, you'll need to ensure it's in a CSV format and follows the example shown here. You can see the three columns and the various rows included, with example information filled out for each. The "Description" column defines the type of data in the central column.
| Column names | Sample data | Description | Required Field | Default |
| Local Customer id | 123456 | Number | Y | |
| Company | Sample Company | Text | ||
| Name | James Harmony | Text | ||
| Address Line 1 | 2 North Sample Road | Text | ||
| Address Line 2 | Text | |||
| City | Brooklyn | Text | ||
| State | NY | Text | ||
| ZipCode | 11230 | Number | ||
| Phone | 123 456 7890 | Number | ||
| Acquired Date | 01/01/2022 | MM/DD/YYYY | Y | |
| Status | Active | Active; Prospect; Transferred Out; Dormant | ||
| Customer Type | Individual | Organizational; Individual | ||
| ICD-10 DIAGNOSIS | xyz | Text | ||
| SUPPORT COORDINATOR | Max Walker | Text | ||
| Plan Start Date | 01/01/2021 | MM/DD/YYYY | ||
| Plan End Date | 01/01/2022 | MM/DD/YYYY | ||
| Company ID | 1234567 | Number | Y | |
| Active | Y | Yes or No | Y | |
| [email protected] | Text | Y | ||
| DDDID | 0987654 | Number | ||
| Sign Page Date | 12/01/2021 | MM/DD/YYYY | ||
| Last Approval Date | 13/01/2021 | MM/DD/YYYY | ||
| Last Assessment Date | 13/01/2021 | MM/DD/YYYY | ||
| Renewal Date | 12/01/2022 | MM/DD/YYYY | ||
| DOB | 02/01/1970 | MM/DD/YYYY | ||
| Diagnose Code | 123456 | Number | ||
| DDD Tier | ABCD | Text | ||
| Gender | M | Text | ||
| Medicaid Eligible | Y | Yes or No | ||
| Medicaid ID | 098765 | Number | ||
| Waiver Program | Legacy | Text | ||
| Functional Criteria Met | Y | Yes or No |
Need help?
If you need some support with importing your data or you have a more complex case, we're here to help you! Get in touch with your dedicated support specialist and we can help you import your existing data.