Uploading data to ETO using the Batch Upload feature. We recommend always starting a Batch Upload with the following tips.

  1. Check Securities. Is this an action you can take in ETO? Do you have proper securities to allow you to record/edit/update Touchpoint or participants?
  2. Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,
  3. Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data
  4. Test. Upload 1-2 rows of test data to ensure a proper upload
  5. Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.

For a walk through of each type of Batch Upload, see the articles below.

Participants and Families

Batch Upload Participants

Batch Upload Caseload

Batch Upload Families

Entities and Users

Batch Upload User Data

Batch Upload Entities

Forms: Touchpoints, Referrals, Collections

Batch Upload Touchpoints Responses

Batch Upload Collections

Batch Upload Referrals

Batch Upload Referrals to Entities

Legacy (Legacy Uploads and Data)

Batch Upload Participants (Required Demos Not Required)

Batch Upload Assessments


Batch Upload Entity (required attributes not required) (Legacy)

Helpful Articles

Tips and Troubleshooting

Error Resolution

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