How to create contract CSV templates

Full Health provides a default CSV template for importing participant data to contracts. Additionally, you can create customized CSV templates to align with the specific data needs of your contracts.

Before you get started

• Review existing  properties to see if they meet your needs.
• Create custom properties if required.

How to create a new CSV template

• From the top bar click on More > select Contract Management from the drop down menu.
• From the left side bar select CSV Templates > select New CSV Template.
• Add the details of your template:
  • Name: Give your template a name.
  • Description: It is optional to add a description; however, this may be helpful to your internal process.
• Assign the appropriate property to CSV columns, adding additional required columns.
• Click Create.

How to edit an existing template

• From the top bar click on More > select Contract Management from the drop down menu.
• From the left side bar select CSV Templates. 
• To the right of the template name, click on the three dot menu > select Edit.
• Make your required additions or amendments > click Update.

How to duplicate an existing CSV template

You have the option to duplicate an existing CSV template to serve as a foundation for a new template. Duplicating a template will not impact the original CSV template.

• From the top bar click on More > select Contract Management from the drop down menu.
• From the left side bar select CSV Templates.
• To the right of the template name, click on the three dot menu > select Duplicate.
• The duplicate CSV template will have copy appended to the template name.
• Proceed to edit and rename the duplicate to meet your requirements.

How to delete a CSV template

• From the top bar click on More > select Contract Management from the drop down menu.
• From the left side bar select CSV Templates.
• To the right of the template name, click on the three dot menu > select Delete.
• In the dialog box > click Yes, delete.