Bulk Import by Record Type

The Import Wizard menu offers a powerful feature that enables you to perform bulk imports of data in Paradigm by record type or through a data table. To assist you in this process, we have provided detailed instructions and a template that you can utilise when importing records using the Import Wizard menu. Please note that the template includes the system-required fields and any relevant government-required fields that are available and can be included in the import.

Guide on using the Template

The template has comments for each column heading to guide your entry. For more details, click the link in the LEGEND section.

Sample Template Screenshot and Key Sections to Note

When conducting data imports within the system, it is crucial to follow a specific order (the same order as below) to ensure successful execution, see Paradigm Data Model.

For comprehensive guidance on utilising the Import Wizard menu and accessing the template, we highly recommend referring to the following links.

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