Having trouble with your import? Send us a message using the teal chat button below! We want to make this as easy as possible for you!
Here's how to import your caseload using a .csv template:
1. Click on the Caseload tab.
2. Click Import Caseload.
3. Click on Import with Template.
4. Click the Download with Template button.
4. Paste your student information into the template.
5. Save as a .csv file.
6. Go back to the Caseload page and select Import Caseload.
7. Double-click in the dashed box (or drag your completed .csv file into the box).
8. Select your updated file and click "Open."
9. Make sure all of your headings are mapped to the SLP Now Column Name.
10. Scroll down and click the Import button.
You will see a pop-up notifying you that your caseload import job is running. You should then see confirmation that your import was processed.
If something goes wrong with your import, you'll be able to download the Error Logs for more information.
Need help? Click the chat button to send us a message!
You can now bulk import your student's goals using a .csv! Click here to learn more.