1. Knowledge Base
  2. Managing Corporate Clients

Uploading Participant Data

If an Organisation provides data for a number of Participants, this can be uploaded in bulk to Full Health in CSV format. 

  • From the top bar click on More > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
  • Click on Upload CSV.
  • Follow the Instructions to download and open the empty CSV template.
  • Complete mandatory CSV fields, save and close the CSV file.
  • Click on Choose File > Upload.
  • Any discrepancies with data entry will be listed on the CSV Import Validation page.
  • If there are no issues > click on Complete Import.
  • Imported participant details will be listed on the Manage Participants page.

Importing Participant Details creates a Participant Profile on Full Health.

When a client makes a booking using their invitation code, their details will be auto populated on the registration page.