Recruit & Onboard Data Requirements — Places
Product Guide Library > Recruitment / Onboard > Recruit Importer / Onboard Importer > Recruit & Onboard Data Requirements — Places
This guide provides details and descriptions of each data point needed to populate your database. This includes setting up users, teams, and provider profiles, as well as places, sources, practice opportunities, and automated activities for onboard project templates and recruit workflow templates.
Import Wizard
The import wizard located in Account Settings, allows you to seamlessly upload key information. The importer can accommodate files related to People, Places, Sources, Opportunities, and automated activities for Onboard Project Templates and Recruit Workflow Templates.
- Step 1: Enter your free-text import name and select an import type from the drop-down list. Click the Start Import button to open the full import wizard.
- Step 2: Upload an existing file from the computer, or manually enter the data based on the columns requested.
- Step 3: If uploading a file, select the sheet to import.
- Step 4: Confirm and match file headers to system headers.
- Step 5: Confirm and map file dropdown field options to system field dropdown options.
- Step 6: Review the imported data and click submit data to import file.
File 3: Places
*required fields
| Field Name | Description/Accepted Values | Field Type/Format |
|---|---|---|
| Name* | Ex: Barrett Family Associates—North | Freeform; alphanumeric |
| Office Phone | Ex: 800-555-1234 | Freeform; alphanumeric |
| Other Phone | Ex: 800-222-4321 | 10-digit phone number |
| Fax | Ex: 800-111-5678 | 10 digit number |
| Address Line 1 | Ex: 123 Maple Ave. | Free form |
| Address Line 2 | Ex. Suite 100 | Free form |
| City | Ex: LaGrange | Free form |
| State | 10-digit numeric number related to the facility | Drop-down; predefined list |
| Zip | 5-digit zip code — Ex: 60525 | Numeric |
| County | Ex: Cook County | Free form; URL |
| Website | Input website quick link to attach to places profile | Freeform, alphanumeric |
| NPI | Active or New User. The user must already be set up in the system. | Numeric |
| Parent Organization | Input the name of the parent organization to attach to the place’s profile; Place must be created first | Free form; alphanumeric |
| Relationship Manager | The user must be set up in the system first | User email |
| Notes | Any additional notes needed on a place profile | Free form; alphanumeric |
| Related Teams | Teams must be set up first before defining this field; Ex: Team 1, Team 2, Team 3 |
Name; comma-separated list |
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