E-Heza Documentation

Importing patient data in bulk (backend)

Format of spreadsheet

The template can be found here.

Use this folder to copy the templates and add google sheets to be referenced for the bulk import.

Child

TEMPLATE to copy

(red is required, blue is optional)

Mother/Caregiver

TEMPLATE to copy

(red is required, blue is optional)

Notes

  • Date format: dd-Jan-yyyy (2 digits for day: 01-Jan-1990)
  • Last name: All upper case
  • National ID: 16 digits (if not known, leave cell blank)
  • The names for the health center and group need to match exactly those in the backend
  • A Mother needs to be added only once, even if she has multiple children

Mapping

As a first instance, we use National ID to map children to mothers. For those that don’t have a National ID, let’s apply:

  • Mother first and last name are filled (at Mothers Excel sheet).
  • First + Last name combination is unique (at Mothers Excel sheet).
  • Child’s mother name spelling (at Children Excel sheet) matches exactly to what we have at Mothers Excel sheet.

Upload in admin

/admin/content/import

Things to check before uploading

  • Make sure the spreadsheet is a Google Sheet
  • Check the share settings. It needs to be set to “Anyone with the link”.

Enter the Google Sheet ID

To upload the data, you need to enter the Google Sheet ID. It is not the entire URL to the sheet, but this piece here:

Note: You’ll need to import the mothers first, then the children. The children input checks if mothers/caregivers exist in order to create the relationship.

Last Modified: 1 January 0001