How to Import Appointment Types

Liz Gehret -

Manually creating appointment types in Handshake can take a while, so we've made it easier by also allowing you to bulk upload appointment types via our Importer tool!  

Follow these steps to get started:

  1. While logged into your account, use Insights Explorer to create a report of appointment types you'd like to bulk add.  It's also useful to explore majors, colleges, labels, and school year names and even add them to your report so that you can be sure you're working with the exact names you'll need when uploading the data.  Reminder: All data that is uploaded must be exactly the same in the upload file as it looks in Handshake.  Here is an example report you can use in Insights.
  2. After you have created your report in Insights, you'll want to download it in CSV formatting.
  3. After opening your CSV file in Excel, you'll want to update the file formatting to look like this.

Format your CSV file according to the following specifications:

Header Name Required? Notes
name Yes The name of the appointment type
length Yes The length of the appointment type in minutes (Integer)
id No The ID of the appointment you wish to update. Note this is optional and only required if you're updating appointments and know the Handshake ID. Normally you can get this through Handshake Insights.
description No A description of the appointment type
pre_survey_id No The ID of a Handshake survey that the student will fill out as part of their appointment request
post_survey_id No The ID of a Handshake survey that will be sent to the student following their appointment
advisor_survey_id No The ID of a Handshake survey that the staff member may fill out once the appointment has started
pre_message No A message that will be sent to the student prior to their appointment
post_message No A message that will be sent to the student following their appointment
drop_in_enabled No Whether or not you would like students to be able to select this appointment type when checking into Drop In appointments (Boolean)
appointment_category_names No Names of appointment categories that this appointment type should be used for
student_screen_attributes:department_gpa_required No Whether or not a minimum department GPA is required to schedule this appointment type (Boolean)
student_screen_attributes:department_gpa No The minimum department GPA that a student must have to schedule this appointment type (Decimal)
student_screen_attributes:cumulative_gpa_required No Whether or not a minimum cumulative GPA is required to schedule this appointment type (Boolean)
student_screen_attributes:cumulative_gpa No The minimum cumulative GPA that a student must have to schedule this appointment type (Decimal)
student_screen_attributes:major_names No Names of majors that a student must be a part of to schedule this appointment type
student_screen_attributes:major_group_names  No Names of major groups that a student must be a part of to schedule this appointment type
student_screen_attributes:school_year_names  No Names of school years that a student must be a part of to schedule this appointment type
student_screen_attributes:institution_label_names No  Names of labels that a student must have to schedule this appointment type
student_screen_attributes:college_names No Names of colleges that a student must be a part of to schedule this appointment types

 

 

Finally, upload it to the Importer App:

When you've successfully uploaded your file with no analysis errors, click "Submit and Request Run" and one of our technical support members will process it within 24 hours.

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