Please use the attached templates to format your data ready for importing into CareLineLive.
Please discuss timeframes on your first onboarding session, where a team member will be able to advise you of turn around times to getting the import completed. These times may vary if amendments need to be made to the templates in order to get them into the correct format.
The columns vary depending on which type of data you are using. Check the column headings for information about how the data within that column should be formatted.
Columns that are required are marked with an asterisk: *
Referencing teams, categories, or contract types
When a column requires you to link to an existing record (such as a Team, Contract Type, Journal Category etc) you will need to make sure that the value matches the name of the related item exactly.
When importing data that is related to a carer or client, you will be asked to provide information that allows the system to match the imported record to an existing carer or client record within CareLineLive.
You may either provide the record ID, or the individuals First Name, Last Name and Postcode in order to match to the correct record.
|ID||This can either be the Reference Code (6-7 characters, e.g.
|First Name||Useful if you're compiling your import data ahead of time and you're not sure what the ID is. Must either match the carer/client import template or the existing record exactly.|