Bulk import existing accommodation records

This guide explains how to bulk import existing accommodation records.

To bulk import existing accommodations:

1. In your TrackMy admin/clinical portal, click the Accommodations and Declinations tile.

2. Go to Request Entry and click Start for Upload Accommodation History File:

3. Review the Column Expectations to understand what information is required and how to format it.

4. You can use the following CSV template to create the import file. Open this file in any spreadsheet editor:
   Import Accommodations - Template.csv
   

5. When finished, save as a CSV file.

6. Click Choose File to upload the file:

7. Click Dry Run to check the file for errors.

8. If there are errors, review the error file and resolve the errors. Perform another dry run to check the new file.

9. When there are no errors, upload the file and click Upload.