Bulk creating appointment types in Handshake can take a while, so we've tried to make it easier by also allowing a bulk upload method via our importer!
Here are the most common steps to accomplishing this:
- Use insights explore 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 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.
- After you have your report in insights explore, you'll want to download it to CSV
- Then you can open that CSV and edit it in Excel, you want to rearrange the file to look like this: http://documentation.joinhandshake.com/en/latest/csv.html#appointment-types
- Next you can upload your file to the importer and we will get you setup for import!
Format a CSV according to the following:
|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|
|status||Yes||The status of the appointment, if blank, it will default to "requested". The options are Approved, Cancelled, Completed, Requested|
Next, upload it to the Importer App:
When it is successfully uploaded with no errors, click "Submit and Request Run" and one of our support members will follow-up once it's started to process.