Importing Data Using Pre-defined Templates in Vocera Engage

Use Pre-Defined Templates to quickly create Comma-Separated Value (CSV) files to upload bulk data to the system.

1. Select Bulk Actions in the Manage section.
   The Bulk Actions page displays.

   

2. In the Import section, select Download a template to download the Comma Separated Value (CSV) template for each available option.

   The CSV import templates are in Microsoft Excel format. Use these templates to enter the data you want to load, then save them in a local or network folder.

   

   A pop-up displays with a list of available templates.

   

3. Select the template you want from the Data Import Templates list.

   Choose one of the following template types:

   Type of Data	Template
   Facilities	Facilities-template.CSV
   Groups	Groups-template.CSV
   Users	Users-template.CSV
   Group Members	GroupMembers-template.CSV
   Contacts	Contact-template.CSV
   Beds	Beds-template.CSV
   Assignment Locations to Beds	AssignmentLocationsBeds-template.CSV
   Assignment Locations to Departments	AssignmentLocationsDepartments-template.CSV
   Assignment Permissions	AssignmentPermissions-template.CSV
   Assignment Role Thresholds	AssignmentRoleThresholds-template.CSV
   Assignment Roles	AssignmentRoles.CSV
   Templates	Templates-templates.CSV
   Template Sharing	TemplateSharing.CSV
   Template Selected Group	TemplateSelectedGroup-template.CSV

   For details on fields descriptions in the data import templates, refer to the Template Reference in Vocera Engage.

4. Select the download icon next to the template you want to download.

   The selected data import template Microsoft Excel CSV file is downloaded to the Download folder on your computer.

5. Open the downloaded CSV file in a supported application (for example, Microsoft Excel) and update the information with the site specific information.
6. Select Browse to locate your updated CSV file on your computer and upload it to the system, or drag and drop the file from your desktop.
   The following screenshot displays a Main_Hospital_Facilities.CSV file:

   

   Note: The Import button activates only after you drag and drop or upload a CSV file in the Browse field.
7. Select Import to import the uploaded CSV file to the system.
   The system validates the imported file and displays a Validation Results screen with the information on the fields processed through the import action.