How to Import Historical Appointments


Teena Blaydes -

Important Notes:

  • Appointments can only be created, they cannot be updated or deleted through import so please be sure that it is formatted correctly prior to requesting import
  • Dates are 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 by using the appointments' unique import_identifier

Format appointments according to the following documentation:

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 school.
appointment_type_name Yes The name of the appointment type. Case sensitive, must be one of the configurable appointment types on your school.
staff_member_email Yes The email of the staff member involved. Must be a staff member in the system.
student_email Yes The email of the student involved. Must be a student in the system.
start_date Yes The start date and time - Warning: This defaults to UTC. Please see: Date and Time Formatting **
end_date Yes The end date and time - Warning: Warning: This defaults to UTC. Please see: Date and Time Formatting **
description Yes A description of the appointment - Warning: This is viewable by the student
status Yes One of: cancelled, requested, approved, rejected, no_show, started, completed 
(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 on this appointment, the two import identifiers for the matching appointment and note/label must match.

 

Example:

 

 

When you've finished uploading...

And the file has passed all analyzers with no errors, click the "Submit and Request Run" button. One of our support members will reach out to you once the file has started processing. 

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