This article provides the purpose of each import file, whether it supports importing new records, updating existing records, or both, and any important limitations to be aware of before using.
Customer Import Files
Customer Services
File: customer-services-import.xls
Used For
- ✅ Importing: Add specific service types to customer profiles (e.g., Face to Face, 3rd Party Video)
- ❌ Updating: Not available
Important Note:
If Enable All Services is already selected, importing new services will not uncheck this setting.
“All Services” will remain the default and individually enabled services will be ignored.
Customer Configurations
File: customer-configuration-import.xls
Used For
- ❌ Importing: Not necessary; configurations are created by default at time of customer creation.
- ✅ Updating: Update existing customer configuration settings
Note: This file will not create or update reference fields or booking requirements.
Customer Configuration Reference Code
File: customer-config-reference-import.xls
Used For
- ✅ Importing: Create new reference fields on customer configuration
- ❌ Updating: Not available
Customer Configuration Criteria
File: customer-configuration-criteria-import.xls
Used For
- ✅ Importing: Add booking requirements or qualifications to customer configuration
- ❌ Updating: Not available
Note: This file will not add Hierarchies to the customer configuration
Customer Rate Plan Associations
File: customer-rateplan-associations-import.xls
Used For
- ✅ Importing: Add new rate plan associations to customer profiles
- ✅ Updating: Yes — this import will replace the current rate plan association with the new one.
Important:
The existing rate plan association must have an end date before adding a new one. The file can be used to add the end date and then a second import with this file can add the new rate plan association with new start date
Customer Rate Zone Associations
File: customer-ratezone-associations-import.xls
Used For
- ✅ Importing: Add new rate zone associations to customer profiles
- ✅ Updating: Yes — this import will replace the current rate zone association with the new one.
Requestor Import Files
Requestors
File: requestor-import.xls
Used For
- ✅ Importing: Add new requestors
- ✅ Updating: Yes
Important:
- Optional fields left blank during an update will be overwritten as blank.
- All required fields must be completed.
Requestor Associations
File: associations-import-2024.04.28.xlsx
Used For
- ✅ Importing: Add new requestor associations
- ❌ Updating: Not available
Contact (Interpreter) Import Files
Contact Services
File: interpreter-services-import.xls
Used For
- ✅ Importing: Add specific service types to interpreter profiles (e.g., Face to Face, 3rd Party Video)
- ❌ Updating: Not available
Important Note:
If Enable All Services is already selected, importing new services will not uncheck this setting.
“All Services” will remain the default and individually enabled services will be ignored.
Contact Languages
File: interpreter-languages-import.xls
Used For
- ✅ Importing: Add new languages to interpreter profiles
- ❌ Updating: Not available
Contact Rate Plan Associations
File: contact-rateplan-associations-import.xls
Used For
- ✅ Importing: Add new rate plan associations to interpreter profiles
- ✅ Updating: Yes — this import will replace the current rate plan association with the new one.
Important:
The existing rate plan association must have an end date before adding a new one. The file can be used to add the end date and then a second import with this file can add the new rate plan association with new start date
Contact Rate Zone Associations
File: contact-ratezone-associations-import.xls
Used For
- ✅ Importing: Add new rate zone associations to interpreter profiles
- ✅ Updating: Yes — this import will replace the current rate zone association with the new one.
Contact Qualifications
File: interpreter-qualifications.xls
Used For
- ✅ Importing: Add new qualifications or eligibilities to interpreter profiles
- ❌ Updating: Not available
Consumer Import Files
Customer Consumers
File: customer-consumers-import-2024.04.28.xlsx
Used For
- ✅ Importing: Add new customer–consumer associations
- ❌ Updating: Not available
Booking Import
The Booking Import file is used to bulk create jobs in Interpreter Intelligence using an Excel file with specific data requirements.
If you are interested in using the Booking Import, please contact: 📧 support@interpreterintelligence.com
Rate Plan Import Files
Various rate plan import files are available to create new rate plans and/or update existing rate plans.
For more information, please contact: 📧 support@interpreterintelligence.com
Exclusion & Preference Import Files
Exclusions
File: exclusions-import.xls
Used For
- ✅ Importing: Add exclusions to a customer configuration or consumer profile to prevent specific interpreters from receiving job offers
- ❌ Updating: Not available
Preferences
File: preferences-import.xls
Used For
- ✅ Importing: Add preferred interpreters to a customer configuration or consumer profile
- ❌ Updating: Not available
Miscellaneous Import Files
Organizations
File: organization-import.xls
Used For
- ✅ Importing: Add new organizations
- ❌ Updating: Not available
Invoices
File: invoice-import.xls
Used For
- ✅ Updating: Available function is to UPDATE existing invoice STATUS only
- ❌ Importing: Importing/creating new invoices is not available
Important Note:
Existing Invoice ID, Invoice Number and the Invoice Status (Invoiceable, Not Invoiceable, Invoiced, Paid Invoice, Failed, Cancelled, Reviewed and Approved) are the only required fields.
Payments
File: payment-import.xls
Used For
- ✅ Updating: Available function is to UPDATE existing payment STATUS only
- ❌ Importing: Importing/creating new payments is not available
Important Note:
Existing Payment ID, Payment Number and the Payment Status (Payable, Not Payable, Pending, Paid, Failed, Cancelled, Reviewed and Approved, Payment on Hold, Hold Payment) are the only required fields.
For further assistance with imports, please contact support@interpreterintelligence.com