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Classic: Import Patient Information from Other Systems
Classic: Import Patient Information from Other Systems

This article was created from a Google Doc.

Updated over 4 months ago

Click Setup

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On left hand menu, search "Data Import Wizard" or go to Administer -> Data Management -> Data Import Wizard

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Click the "Launch Wizard!" Button

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Under "What kind of data are you importing?", Click "Standard Objects"

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Click "Accounts and Contacts"

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Click "Add new records"

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Add the CSV

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Click Next
Map any unmapped fields

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Click Next
If everything looks like the image below, click Start Import

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Click OK

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When done (Progress 100%), you will see records processed.

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