Sub-accounts Import
Sub-accounts can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any other table editor to prepare data for import. Columns can be entered in any order. All bold fields are mandatory.
Names of the columns must be exact.
| Column | Description | Type |
| Main account name | Name of the main account the sub-account belongs to | string |
| Name | Name of the sub-account | string |
| Street | Street address of the sub-account | string |
| City | City of the sub-account | string |
| State | State or province of the sub-account | string |
| Time zone | Time zone of the sub-account; using the attached template, enter the ID number associated with the account time zone; for example: Eastern time zone=1 | string |
| Zip code | Zip or postal code of the sub-account | string |
| Country | Country of the sub-account | string |
| Epic ID | Epic ID corresponding to your sub-account (hospital, clinic, department etc.). Mandatory for Epic Integration. | string |
| Import ID | Sub-account ID you would like imported into ScheduleInterpreter. | string |
| Account type | Type of the sub-account (example: medical, legal, education etc.) | string |
| Phone | Phone number of the sub-account | string |
| Fax | Fax number of the sub-account. | string |
| Notes | Notes for the sub-account | text |
Use attached sub-accounts.xlsx and timezones.xlsx templates to prepare your data for import.