Overview
The Import feature allows you to upload large amounts of data from spreadsheet files, saving time on manual entry.Supported File Formats
- CSV (.csv)
- Excel (.xlsx, .xls)
Accessing Import
Click Import in the sidebar navigation.Import Process
1
Upload File
Drag and drop your file onto the upload area, or click to browse and select a file.
2
Map Fields
Match columns from your file to IntelAGENT fields. The system attempts to auto-detect common column names.
3
Validate
The system checks each row for errors. Review and correct any issues.
4
Preview
Review the data that will be imported before confirming.
5
Import
Click Import to process the data. Progress is displayed in real-time.
Required Columns
At minimum, your import file must contain:Optional Columns
Field Mapping
During the mapping step:- Each column from your file appears on the left
- Select the corresponding IntelAGENT field from the dropdown
- Skip columns you don’t want to import
- Required fields must be mapped
Validation Errors
Common validation errors:- Invalid health card - Check the format (10 digits)
- Invalid billing code - Verify the code exists in OHIP schedule
- Missing required field - Ensure all required columns are mapped
- Invalid date format - Use YYYY-MM-DD format
Error Handling
When errors occur:- Download the error report
- Correct issues in your original file
- Re-upload the corrected file
Large File Imports
For files with many rows:- Progress bar shows import status
- You can navigate away; import continues in background
- Notification when complete