Skip to main content
All CollectionsContact ManagementLightning
Lightning: Import Patient Information from Other Systems
Lightning: Import Patient Information from Other Systems

This article was created from a Google Doc.

Updated over 4 months ago

Click the gear icon

Image


Click Setup

Image


Search "Data Import Wizard"

Image


Click Data Import Wizard

Image


Click "Launch Wizard!"

Image


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

Image


Click "Accounts and Contacts"

Image


Click "Add new records"

Image


Add the CSV

Image


Click Next
Map any unmapped fields

Image


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

Image


Click OK

Image


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

Image
Did this answer your question?