> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Data

> Bulk upload claims and patient data via CSV or Excel files

## 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

<Steps>
  <Step title="Upload File">
    Drag and drop your file onto the upload area, or click to browse and select a file.
  </Step>

  <Step title="Map Fields">
    Match columns from your file to IntelAGENT fields. The system attempts to auto-detect common column names.
  </Step>

  <Step title="Validate">
    The system checks each row for errors. Review and correct any issues.
  </Step>

  <Step title="Preview">
    Review the data that will be imported before confirming.
  </Step>

  <Step title="Import">
    Click **Import** to process the data. Progress is displayed in real-time.
  </Step>
</Steps>

## Required Columns

At minimum, your import file must contain:

| Column             | Description          | Example    |
| ------------------ | -------------------- | ---------- |
| Health Card Number | 10-digit OHIP number | 1234567890 |
| Version Code       | 2-character code     | AB         |
| Service Date       | Date of service      | 2024-01-15 |
| Billing Code       | OHIP billing code    | A001A      |

## Optional Columns

| Column             | Description                   |
| ------------------ | ----------------------------- |
| Patient First Name | Auto-filled if patient exists |
| Patient Last Name  | Auto-filled if patient exists |
| Date of Birth      | Format: YYYY-MM-DD            |
| Sex                | M or F                        |
| Facility           | Facility name or code         |
| Diagnostic Code    | ICD code                      |
| Quantity           | Number of units (default: 1)  |
| Comments           | Additional notes              |

## Field Mapping

During the mapping step:

1. Each column from your file appears on the left
2. Select the corresponding IntelAGENT field from the dropdown
3. Skip columns you don't want to import
4. 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:

1. Download the error report
2. Correct issues in your original file
3. 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

<Warning>
  Very large imports (10,000+ rows) may take several minutes. Do not close the browser during processing.
</Warning>

## Template Download

Click **Download Template** to get a pre-formatted spreadsheet with all available columns and example data.