Importing Data

Data Import Tool (DIT) Sample Files

 

These sample files cover common import scenarios:

  • Simple CSV data set: contains sample clients and enrollments at five different projects. Includes enough data to allow for Program and Services mapping. 
  • Client unique identifier: XML file demonstrating how to make an external client record match with an already existing Clarity Human Services client record, using the client's unique identifier.
  • Custom fields: XML file that includes custom Client Profile fields, as well as custom fields for enrollment, exit, status update, and annual assessment.
  • Single client: XML file that contains only one client record to illustrate what a minimal XML file might look like.

 

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