How to: Create a Contact Group using a .txt File

How to: Create a Contact Group using a .txt File

You can create a new group or add to an existing group of clients/contacts with a few changes to a .txt file. Please follow the steps below to import clients using .txt files.
Note: Our Supported Formats are: .xls, .xlsx and .csv only this tutorial will walk you through converting a .txt file to a .csv file.
  1. Open your Notepad file. 



  2. In the top left-hand corner select File and choose Save As.



  3. We recommend saving to your desktop so you can find the file quickly later. In the left-hand panel select Desktop.



  4. The default File name will end in .txt. Change the .txt to .csv.

    Original                                       After Change
          

  5. Press the Save  button to finalize the changes.

  6. Open the new Excel (.csv) file.



  7. Right-click on the 1 in the rows section and choose Insert to add a new row at the top of the file.



    Type the headers for the information that you will be importing to Teletask.



  8. In Excel, click File and choose Save As . 

  9. We recommend saving to your Desktop so you can find it easily.



  10. Enter a File name for this document that you will recognize later.



  11. Under Save as type: choose either Excel Workbook (*.xlsx),  Excel 97-2003 Workbook (*.xls), or CSV (Comma delimited) (*.csv). Then select Save.



  12. Log-in to: https://hms.teletask.com/, your email address is your username.

  13. Click on Contacts   in the top menu bar.

  14. Press Create  a new Group  button in the top right-hand corner.

  15. Enter a Group Name for the new new group.



  16. Under Where do you want to import contacts from? select the radio button for Upload new file (csv, xls, xlsx).



  17. Press the Next button to finalize your selection.

  18. Click on Choose File, locate the file you saved previously, on your Desktop and select Open.



  19. Select the Upload type and decide if you want to Replace Group contacts or Add to Group contacts of an existing group. 



  20. If you have dates and times in your file, find the format that matches the Date format and Time format from the drop down list.
    In our example we are using the date format MM/DD/YYYY and the time format HH:MM AM/PM





  21. Press the Upload  button to finalize the selection.

  22. On the Map Fields we will locate which columns of the Excel file contains what information. You must included at-least one of the Required Fields.

     

  23. Select the drop-down list and choose the header which matches the associated field.
    In our example the required fields would look like this:



  24. Select any Optional fields that need to be captured from the Excel file.
    In our example we are capturing the full name, and appointment date and time.



  25. Press Continue  to finalize the selections.

  26. You will receive a notification that the Records are imported successfully after validation.



As you can see the, the file imported the information specified. The Language since not selected defaults to English and a default Patient ID and Family Code was created.