Use Import Contacts to add multiple clients or students from a spreadsheet. The import moves through Upload, Review, and Confirm before it creates records.

Prepare the import file

1. Open Caseload.
2. Select Import Contacts.
3. Select Download Template.
4. Open the template and enter the clients or students in the Contacts sheet.
5. Remove the example row and any sample information.
6. Save the file as .xlsx, .xls, or .csv.

In the reviewed template, First Name and Last Name are required. Review every column you use, including caregiver fields, before uploading the file.

Privacy: Import files can contain personal and caregiver information. Store the file on a device and in a location approved by your organization.

Upload the file

1. Return to Import Contacts.
2. Select Click to choose a file, or drag it here, then choose the completed .xlsx, .xls, or .csv file. You can also drag the file into the upload area.
3. iSpeax opens the Review step after reading the file.

Review the rows

The Review step shows the imported rows and any issues found in them.

1. Review each selected row and the Issues column.
2. Fix a flagged field in the table, or clear the row's checkbox to skip that row.
3. Review the row and skipped totals shown above the table.
4. Select Next.

Import the selected rows

The Confirm step displays Ready to import and shows how many records will be created and how many rows will be skipped.

1. Review the totals.
2. Select Import.

When the import finishes, Import complete shows the created, skipped, and failed totals. Review these totals before leaving the page.

Return to Caseload

1. Select Done.
2. Find the imported client or student in Caseload.

If a record is missing, compare the skipped and failed totals with the original file before running another import. This helps avoid creating duplicates.

Do not include personal or caregiver information in a support request or screenshot.