For agencies📥 Portal, Import & Reports

Bulk-import schedules, customers, and interpreters

Use the guided 5-step wizard to import a spreadsheet of assignments, customers, or interpreters.

The Import Wizard brings existing data into OneTerp from a CSV or Excel file. It walks you through uploading, mapping columns, matching records, reviewing, and committing the import.

Step by step

  1. 1Open the Import Wizard and choose what you are importing: schedules, customers, or interpreters.
  2. 2Upload your CSV or Excel file; OneTerp parses it and guesses your column mappings.
  3. 3Map columns: confirm or adjust which spreadsheet column feeds each OneTerp field, filling any required fields.
  4. 4Match entities: for each unmatched customer or interpreter, choose to match an existing record, create a new one, add a placeholder, or skip.
  5. 5Review and edit: scan the preview table for flagged errors, warnings, or conflicts, and fix any cell inline; for schedules, set the Historical Billing Action.
  6. 6Run the import; OneTerp commits the rows in batches and shows a summary of what was created.

Tips

  • Your file is read entirely in your browser, so the raw spreadsheet never leaves your device, which keeps PHI local.
  • Excel files import the first sheet only.
  • Placeholder interpreters can be given an email so they can claim their account later.
  • Customer creation is duplicate-safe by name, so re-running an import will not create duplicates.
  • Rows with unresolved errors are skipped at commit; double-booking conflicts are flagged as warnings but do not block the import.

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