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      How to import your Contacts from eNoteFile

      Bulk import your contacts from eNoteFile into Notud after you bulk export

      Follow this guide below if you are using eNoteFile Clinical Notes App. If you are using eNoteFile Practice Manager you can integrate eNoteFile: more info here.

      Edit your bulk exported CSV to match the template import

      After making a copy of your eNoteFile Clients CSV you can copy the required fields into a copy of the Contacts CSV for import into Notud (Download Contacts CSV Template).

      Here is a video on how to match up the eNoteFile CSV export with the Notud import Template (please note you'll need Microsoft Excel to edit the data, and we recommend contacting your Local IT who is familiar with Microsoft Excel). 

       

      1. Copy and paste the data from the eNoteFile local app export projectId column into the Notud ImportId column.
      2. Copy and paste the Full Name into the Name column. This could be FirstName and LastName concatenated together "Bob Smith", using the formula (40 seconds into the video [=CONCAT(B2," ",C2)].
      3. Copy and paste the First Name into the FirstName column.
      4. Copy and paste the Last Name into the LastName column.
      5. Fill the ContactTypeName with “Client/Customer” as the preferred contact type.

      Log into Notud

      Log in and select Contacts from the side menu then click the three dots in the top right to Import Clients.

      2. Import Contacts

      Once you have completed editing your CSV, you can upload a CSV on the contacts page in Notud. When you start the import process, you’ll be able to download a template (Contacts.csv) to help format your spreadsheet. Click Browse and navigate to the CSV you've edited, upload and click Import Contacts. 

      Please note:

      • That you’ll have to correctly format the CSV to import your clients successfully.
      • This process only creates a client/contact folder within Notud, it does not import eNoteFile local app notes and attachments (this can be done manually)

      3. Reconcile Duplicates

      How to reconcile similarly named files:

      If you’ve already manually created patient files in Notud, you may now have some similarly named files after importing the eNoteFile CSV. We recommend you keep the newly created patient file from the CSV import (its technical ID will match your eNoteFile export, which might be useful later for reconciliation).

      If you have already added some notes to the existing manually created file, you can export the whole contact file and attach to the new contact file (and deactivate the manually added file).

      If you can’t identify which one is which, for now please keep both and reconcile later.

      How to export a contact file and attach it to the new contact file:

       

      Recommended steps and general tips:

      • Download the template: Log in and download the template (see above).

      • Format your list: Once you have the template (Contacts.csv), match up the columns with your client list and make sure that the field headings match.

      • Mandatory fields: Make sure that all mandatory fields are filled in.

        • ImportId
        • Name
        • ContactTypeName

      • ImportId: Having a unique ID for each client is useful. If a few clients don't import due to an error (missing DOB or invalid mobile number) you can fix these issues and re-upload the same CSV file. Notud import will skip clients that have already been imported by matching the ImportId field.

      • MobilePhone: Make sure that all mobile phones are formatted correctly for your country or leave blank (too many invalid mobile numbers will stop the import).

      • ContactTypeName: Make sure that all contacts have a contact type associated. You'll also need to create a contact type before you begin import

      • BirthDate: If you have a client with a Date of Birth, make sure to format it Year/Month/Day eg 2000/04/25. 

      • Import your contact list – Once formatted correctly, log back in and complete the import process.

      • Import result: You'll get a confirmation message upon successful import. Note, you'll get a list of clients that failed to import along with the reason it failed. Use this list to fix up your CSV file and re-import it (remembering that successfully imported clients matching the clientId will be skipped).

      NOTE 1: When working with a CSV file in Microsoft Excel the program drops the leading 0's (Zeros) for phone/mobile numbers because it is a number. IE 0001 will be seen as 1. More information about managing a CSV file in Microsoft Excel can be found here. You can also Google "managing CSV into Excel without losing zeros" if you don't have experience with working with data spreadsheets.

       

      Note 2: You can always update contacts details at a later point by using the same Import ID. Re-upload the same CSV file with a few changes to contact details and it'll only import and update the contacts with those changes and ignore the rest.