Use these resources if you want to upload a list of clients into a CEDAH (Central Database of Available Hours). Click on any of these resources to have them transferred to your Downloads folder. They can then be opened and saved on your computer.
- A support briefing on how to Upload a list of clients. Click here.
- A template for the Upload file.
There are two versions of the template:
- CSV: (Comma Separated Variables) This is the type of file you will need to upload eventually. Click here.
- Excel: This is a familiar spreadsheet. You may find it easier to use this to assemble all the data for your upload file, then save it as a CSV file once everything is in place. We can email you a copy of this template, ask your account manager for document “201201 Template – Clients”.