Bulk uploading groups

During your setup of your TreatAnyone account, you can bulk upload existing groups by using the bulk upload feature. This will allow you to upload all your existing group details all at once into TreatAnyone without having to manually enter them one at a time. 

You'll need to be a user with administrator privileges to access bulk upload under config.

Next, select groups on the left menu under bulk upload. 

The Prerequisites sections shows what first needs to be defined before groups can be bulk uploaded. For groups, locations, clients, and offerings first need to be entered into TreatAnyone so that when uploading groups, a location for the group can be defined, clients within the group can be entered, and clients can be charged based off of the offerings defined for their group sessions. 

To begin entering the fields to bulk upload groups, click on download under Data templates. You'll have downloaded a spreadsheet to enter the bulk upload details for your groups. 

Within the spreadsheet, you'll notice that the fields with asterisks (*) are those that are required for the group bulk upload. Make sure to fill these fields for each group so that the upload is successful, if a required field is blank or missing for a group, that group will not be uploaded successfully. 

Begin entering groups for each row within the spreadsheet. Each row signifies a group that will be included in the bulk upload process for group.

For groups, only the group name is a required field. The client names and offerings are optional and can either be defined here in the bulk upload or later on in TA once the groups have been uploaded. 

Once finished entering groups into the spreadsheet, save the spreadsheet and upload it by clicking on the space under attach file or drag and drop the file directly in this space. 

If any sections were missing required fields, it will indicate how many records failed to upload. Otherwise, if successful, it'll indicate how many records were successful in uploading.