Admin Bulk Loading Clients
This guide will show you how to Bulk Load Clients within a Domiciliary Care site.
Please follow the interactive guide below, a written guide is also available at the bottom of the page.
Written guide
- From within MyHub enter the Admin App.
- Visit the Client Area.
- Select Visit on the Add new Client box.
- Select to Bulk Load Residents.
- Download the CSV template to transfer data.
- Once you have added your details to the CSV select Upload CSV Template.
- Once your data has uploaded, use the scroll bar to fill in the data you might have missed.
- Insert the start and end times for your visits.
- You can also manually input clients, just fill in the data at the bottom and select the Tick at the end of the input to confirm. Items with an asterisk are mandatory.
- When you are happy with the data, select Save & Bulk Upload Clients.
- Select Yes to confirm.
CSV Troubleshooting
ID – a unique identifier for the upload – this does not show in the system – can be 1, 2, 3 etc.
Sex – Needs to be Male or Female
Type –
Full Time Resient
Home Care
Day Care
Respite
Marital Status – Married, Single, Widowed etc
Data formatting issues
Issues like date format mismatches or invalid email addresses won’t prevent the CSV from being uploaded. Instead, the invalid values will be entered into the cloud version of the form, where built-in validations will highlight the errors and provide descriptions to guide the user in correcting them.
System Specific Constraints
Uploading 1,000 or more rows may cause performance issues.
We recommend keeping the CSV file size under 100KB for optimal processing.
Slow or Unstable Internet
If the connection drops, the upload may fail.
Server Errors
Our system might be down or experiencing high load. You can check Care Control Service Status here.