Important Notes:
- Appointments can only be created, they cannot be updated or deleted through the Importer so please be sure that your appointments are formatted correctly prior to submitting a file for processing.
- Dates can be very finicky, so be sure to check out our help article on Date and Time Formatting.
- The description is a field viewable by the student, so do not input private notes here.
- If you'd like to upload Appointment Notes, these can be connected to your historical appointments by using the unique import_identifier field. The import_identifier can be anything but it has to be totally unique across all of Handshake, and you will create these identifier values yourself. We would recommend an identifier such as YOURINSTITUTIONNAMEhistoricalappt100, YOURINSTITITIONNAMEhistoricalappt101, YOURINSTITUTIONNAMEhistoricalappt102, YOURINSTITITIONNAMEhistoricalappt103 (with YOURINSTITUTIONNAME being set to your institution's name or abbreviation).
Format appointments according to the following guidelines:
| Header | Required | Notes |
|
appointment_medium_name |
Yes |
The name of the appointment medium (location). Case sensitive, must be one of the configurable appointment mediums on your institution. |
| appointment_type_name | Yes | The name of the appointment type. Case sensitive, must be one of the configurable appointment types on your institution. |
| staff_member_email | Yes | The email of the staff member involved. Must be an existing staff member in Handshake, and their account must be confirmed. |
| student_email | Yes | The email of the student involved. Must be a student in the system. |
| start_date | Yes | The start date and time, must be formatted as:
|
| end_date | Yes | The end date and time, must be formatted as:
|
| description | Yes | A description of the appointment - Warning: This is viewable by the student. Cannot be left blank. |
| status | Yes |
One of the following: approved (CASE SENSITIVE) |
|
walkin |
No |
TRUE or FALSE (CASE SENSITIVE) |
|
import_identifier |
Yes |
This required identifier must be completely unique. This is used as the main identifier for the appointment by the Importer. If you are importing notes or labels onto this appointment, the two import identifiers for the matching appointment and note/label must match. The import_identifier can be anything but it must be totally unique across all of Handshake. We would recommend identifiers such as: YOURINSTITUTIONNAMEhistoricalappt100 YOURINSTITUTIONNAMEhistoricalappt101 YOURINSTITUTIONNAMEhistoricalappt102 YOURINSTITUTIONNAMEhistoricalappt103 |
Example File:
Once you've submitted your file...
...and the file has passed all analysers with no errors, click the "Submit and Request Run" button. One of our technical support team members will process this file within 24 hours of submission.