The Import Client Data page allows for group of client records to be imported into SourceLink.
NEW! Also import Interactions and Referrals. Click links under Import Other Data
When you are ready to import, the form allows you to determine how the imported clients will be associated within SourceLink in terms of Client Type, Client Status and Counselor.
Check Prevent Emails for New Clients if you do not want the clients to receive the normal “Welcome to SourceLink email” (if you have that set up.)
Check Enhanced Client/Person Matching if, when the Company Name is left blank, to attempt additional matches on people before creating a new individual record. A match will be attempted on (1) Person First and Last Name, and (2) Person Email.
Check Add Interaction to Client Record to create a new interaction for all clients during the upload. Options for Interaction Type, Assistance Requested and an Interaction Note will be displayed.
Click Import Client Data to begin the import process.
- Select "Resource Partner" as the Client Status on the form
- Add "Yes" to the Referral Contact column in your upload file
When the import has finished, a detailed log of updates to existing records and new records created will be displayed on screen and sent to your email address on file.