CareApp has an Import Posts feature, that allows Provider Administrators to upload a CSV file containing posts to add to CareApp. This allows you to add posts to CareApp from other systems, without having to integrate with CareApp's API.

Watch A Demo

See how you an import posts into CareApp by watching the video, or keep reading for detailed instructions.

Preparing your CSV File

Your CSV file should have the following columns:

• SiteName. This is the name of the site this post will be added to. The site name you provide should match the site name in CareApp exactly.
• CustomerExternalId. The post importer finds customers by the External ID field. This ID should come from your clinical management system. The ID from your clinical management system should be set in the externalId field of the CareApp customer.
• CustomerFirstName. The first name of the customer the post is for. The name in the CSV should match the name in CareApp exactly.
• CustomerLastName. The last name of the customer the post is for. The name in the CSV should match the name in CareApp exactly.
• Shared. Whether this post should be immediately shared with family. This column should contain only true or false.
• Sensitive. Whether this post should be marked as sensitive. This column should contain only true or false.
• Label. A label to add to this post. The label in the CSV file should be an option available in CareApp.
• Body. The text content of the post.

Download Template

You can download a template CSV file using the link below:

https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11479/direct/1789603704664/post-import-empty-template.csv

Importing Posts

1. Sign into CareApp with your Provider Administrator account
2. Once logged in, click Import Posts from the side menu
3. Press Select File and choose your CSV file
4. CareApp will show a preview of the posts to be created. Verify that the information is correct
5. Press Import Posts
6. Posts will be created, and you will see a confirmation

Handling Errors

CareApp will validate all the information in the CSV file before any posts are created. If there are problems, these will be shown in the preview area. Posts with errors will be highlighted in light red. You can hover over the alert icon to find out what the issue is.

Common problems include:

• CustomerExternalId not added to the customer profile in CareApp
• The SiteName not exactly matching the site name in CareApp
• The shared and sensitive columns containing anything other than true or false
• The label in the CSV file not being one of the options enabled in CareApp