Batch Upload Tips:

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?
Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,
Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data
Test. Upload 1-2 rows of test data to ensure a proper upload
Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.

Caseload Uploads

This option will allow you to either insert or end Participant caseload assignments via Batch Upload. Please note that Caseload Batch Upload cannot be used to modify closed/historic Caseload data. Historic Caseload data is not editable through the front-end of ETO.

Batch Upload can begin new Caseload records and end open ones. If you have historic Caseload data that needs to be modified, please contact our Support team at eto@bonterratech.com.

In-Depth Instructions

Step 2 – Under the "Generate Template" heading, select "Caseload" from the drop-down menu and then click the "Generate Template" button.

Step 3 – A prompt will appear. Select "Open" to open the spreadsheet template.

Step 4 – Enter your information into the spreadsheet and then hit save.

Be sure to delete the sample information and the instructions listed on the spreadsheet.

Some Notes On the Caseload Batch Upload Template

A spreadsheet will open with columns based on the demographics that are required for a Caseload Batch Upload:
Participant identifier and Duplicate Check setting demographics
Either ProgramID OR Program name - Please use one or the other, do not use both.
Either Caseworker StaffID OR Caseworker Name OR Caseworker first/last name - Please select one, do not use a combination of the three.
Caseworker Relationship: Value should match feeder table value
Caseload Status: Value should match feeder table value
Start Dates for the Participant and End Dates if ending an assignment
Reason for Dismissal: Value should match feeder table value
Update OR Insert
- Update for ending currently open assignments
- Insert for adding new assignments
If another spreadsheet containing data for upload already exists, you may want to reference the template and copy and paste matching columns headers to help simplify the upload.
The file being uploaded may be saved at any time; be careful to remember where it is saved.
The file can be renamed based on the User's preference.
Valid file types for use with the Batch Upload feature are .csv and .xlsx.
Note that if the .csv is the selected file type, commas cannot be included in the file (use find/replace to eliminate commas).

Example:

In the above example, we are using Participant ID, Case Number (duplicate check setting demographic, Program ID, Casework First Name and Last Name)

In the above example, we are ending an assignment, therefor updating the current record.

Step 5 – Under the "Upload File" heading, select "Caseload" from the drop-down menu. Then click the "Select file" button.

Step 6 – Find the file you wish to upload from your computer and click the Open button. Once it is ready, it will display "Done" with a green check mark. Click the "Begin Upload" button.

It is important that the data to be uploaded is in the first worksheet. Only the data in the first worksheet will be uploaded.
For example, if there are 3 worksheets (which is often the case), the one farthest to the left is considered to be the first worksheet. Only the data on this worksheet will be uploaded.

Step 7 – Click the "Finish" button on the confirmation screen.

Step 8 – Check the "In Progress" tab to see if your upload is in progress.

Errors – If there is an error in your spreadsheet, the upload will not be successful. From the "In Progress" tab, click the "Fix Errors" button in the Action column.

On the "Error Summary" page, click the "Next" button.

Fix the noted areas in the "Did you mean...?" column by typing the the correct value or selecting the correct value from the drop-down menu and then click the Next button. Repeat this step for all errors.

The first few columns will show you the information that you attempted to upload that was incorrect.
The Count will show you the number of times this error occurred.
The Did you mean...? column will allow you to correct the errors.
You will not be able to click the Next button until all errors are corrected.
If you must navigate away from fixing errors, your changes will be saved and you will not need to repeat your corrections.
Additional Notes:
Program Enrollment is not required. However, if a Program Name is selected to be uploaded then a Program Start Date or a Program End Date is required.
Conversely, if Program Start Date or a Program End Date is selected then Program Name becomes required.
A Participant must have a Program Start Date (in ETO or in the upload file) if a Program End Date is included for upload.

Click "Finish" on the confirmation screen.

The email address associated with the logged in User will receive an email confirmation once the file has been uploaded into ETO software. This email includes directions on how to retrieve the detailed upload log, as well as the number of records received and accepted.

Success – If your file is successfully uploaded, you will see the information under the Complete tab at the bottom of the Batch Upload page. The upload type will be Caseload.