How to import data into quickclaim using MS Excel templates

Before proceeding with the import a user should have the data available for importing.

Below is the list of step by step import guide:

1. Log into the quickclaim app.

2. Navigate to the relevant section in the main menu on the left. For example,Service Delivery or Participants.

3. Click on the “IMPORT DATA” button.

   

4. In the pop-up window click on “Sample Excel file“
   
   

5. The downloaded file is a template that can be used for adding data to and importing it afterwards.
   
   

6. Please add your records to this file. You may copy-paste data from your source to this file following the provided data structure.
   

   Do not rename columns! Do not delete columns!

   Please note that if you put a symbol '#' into the first column (named DONOTIMPORT) - then the current row of data will not be imported.

   Please note the second column (named ACTION) can only have the following values:

   I - for inserting new records.

   U - for updating existing records.

   D - for deleting existing records.

7. Once you have inserted all the records that you would like to import (or update, delete) - proceed to the the uploading your file into the same window as described on the above step 4:
   
   
   Just drag-and-drop your file into the dedicated area of the window and click “SUBMIT” button.
   
    

   At this stage, the quickclaim validation system will check your uploaded data for any obvious inconsistencies and error.

8. On the next screen you should see statistics about the data you have uploaded. In case if some records are failing the validation check - the system will highlight it and they will not be imported.
   
   
   You may choose to edit your file if you wish to fix inconsistencies (if any), or you may proceed with the import of the valid records.
9. Once import is finished - you should see your data immediately in the relevant section of the quickclaim app.