Cloud Onboarding: Upload Client (Service User) Data

Adding a new service user is the first step to setting them up in the system so they can be managed across care, compliance, and day-to-day workflows. This guide walks you through creating a service user record from the Admin app, selecting the correct service user type, and completing the essential personal details needed to get started.

Manual Upload

Text based guide

Enter the Admin app

Open the Client area

Open Add New Service User

Select the service user type

Choose a title

Enter the forename

Enter the surname

Select clinical sex

Enter date of birth

Select the CSG to assign

Save the new service user

Bulk Upload

Bulk uploading clients is the quickest way to add multiple client records to the system while keeping data consistent and accurate. This guide walks you through the full bulk upload process, from downloading the correct CSV template to reviewing and confirming your uploaded data.