How do I import information from smart fields to the client summary?
Once a form has been saved within WriteUpp, you'll be able to import information contained within any smart fields into the client summary. If a form contains smart fields, you'll see a new "Smart Import" icon to the bottom right of your screen:
You'll also be able to import information directly from the notification that a smart form has been completed:
Clicking on either the import icon or button will open a pop-up screen to handle the import of information:
Here you can see:
Current information - The information currently listed on the client summary
Updated information - The information which will be populated in the client summary after the import
All the fields will be selected for import by default, so you can simply open the pop-up, click on import and the information will be imported to the client summary. Alternatively, you can use the tick boxes down the right hand side to select which fields to import:
If any smart fields within the form have been left empty, they won't be included for import and you'll see these lines greyed out:
Once import is clicked, the information from the fields within the form will be populated into the relevant field of the client summary and you'll see a green 'Fields imported' message:
When populating a clients mobile phone number and email address from a smart field, these will both be opted in to automated appointment communications on the client summary
If anything goes wrong with the import, you'll see a red 'Something went wrong' banner and the information won't be populated.
If information has been imported from a form to the client summary, you'll see an entry in the Privacy tab relating to this. It details the date of the import, the form it came from and who imported it:
The import functionality is only available within the desktop version of WriteUpp, accessed via your browser, and not the mobile app. You can complete an assessment containing smart fields within the app but to import the information, you'll need to be logged in via your browser.
You'll also be able to import information directly from the notification that a smart form has been completed:
Clicking on either the import icon or button will open a pop-up screen to handle the import of information:
Here you can see:
Current information - The information currently listed on the client summary
Updated information - The information which will be populated in the client summary after the import
All the fields will be selected for import by default, so you can simply open the pop-up, click on import and the information will be imported to the client summary. Alternatively, you can use the tick boxes down the right hand side to select which fields to import:
If any smart fields within the form have been left empty, they won't be included for import and you'll see these lines greyed out:
Once import is clicked, the information from the fields within the form will be populated into the relevant field of the client summary and you'll see a green 'Fields imported' message:
When populating a clients mobile phone number and email address from a smart field, these will both be opted in to automated appointment communications on the client summary
If anything goes wrong with the import, you'll see a red 'Something went wrong' banner and the information won't be populated.
If information has been imported from a form to the client summary, you'll see an entry in the Privacy tab relating to this. It details the date of the import, the form it came from and who imported it:
The import functionality is only available within the desktop version of WriteUpp, accessed via your browser, and not the mobile app. You can complete an assessment containing smart fields within the app but to import the information, you'll need to be logged in via your browser.
Updated on: 29/07/2022
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