This article outlines commonly used import templates, what they are used for, whether they support updates, and any important limitations to be aware of before uploading.
Interpreter Import Files
Contacts
File: interpreter-import.xls
🎥 Video: Contact (Interpreter) Import
Used For
- ✅ Importing: Add new interpreter profiles
- ⚠️ Updating: Available with limitations
Important Notes:
- Not all interpreter profile fields can be updated.
- This file cannot create a user login profile for existing interpreters.
- If using an Interpreter Account Reference number, it must be unique.
- If it matches an existing interpreter, that profile will be overwritten.
Customer Import Files
Customers
File: customer-import.xls
🎥 Video: Customer Import #1
Used For
- ✅ Importing: Add new customer profiles
- ⚠️ Updating: Available with limitations
Important:
- Not all customer profile fields can be updated.
- If using a Customer Account Reference number, it must be unique.
- If it matches an existing customer, that profile will be overwritten.
Clients
File: client-import.xls
🎥 Video: Client Import
Used For
- ✅ Importing: Add new client profiles
- ❌ Updating: Not available
Customer Addresses
File: customer-address-import.xls
🎥 Video: Service Location Import
Used For
- ✅ Importing: Add new service locations
- ❌ Updating: Not available
Requestor Import Files
Requestors
File: requestor-import.xls
🎥 Video: Requestor Import
Used For
- ✅ Importing: Add new requestors
- ✅ Updating: Yes
Important:
- Optional fields left blank during update will be overwritten as blank.
- All required fields must be completed.
Requestor Associations
File: associations-import-2024.04.28.xlsx
🎥 Video: Requestor Association Import
Used For
- ✅ Importing: Add new requestor associations
- ❌ Updating: Not available
Consumer Import Files
Consumers
File: consumer-import.xls
🎥 Video: Consumer Import and Customer-Consumer Association Import
Used For
- ✅ Importing: Add new consumers
- ✅ Updating: Yes
Important:
- Optional fields left blank during update will be overwritten as blank
- Exceptions: DOB, DOI, Claim Number, Business Unit
- The Note fields will be overwritten if left blank
- All required fields must be completed
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