Importing Report Data

With Bilby, you can conveniently bulk import CSV data using the “Import Tool”. Simply prepare your CSV data in your favourite data editor (such as Excel or Numbers), and when you are ready you can upload your data into Bilby with a few simple clicks.

How do I import data?

Before importing data, we recommend preparing your data by downloading one of the CSV Import templates (See below). One you have your imported data ready to be pushed into your Bilby database, then you can;

• Login to Bilby with a Partner Account / Super Admin
• Click on your user profile at the top right of the screen
• Select the ‘Import Data’ option from the Super Admin menu
• Select one of the importable options such as User or Activities
• Upload your CSV file

You can now review the progress of your Import, review the data being imported, or make changes to the data before it is imported.

What can I import?

Bilby conveniently allows you to import Users, and Activity. When creating a new import, Bilby will validate your data accordingly, allow you to make modifications if needed and review progress.

Download a CSV Import template

If you are unsure of what fields you are allow to import, we recommend downloading one of the CSV import templates which are located on the “Import Data” page. These will show you which fields are available for import.

Information about import fields

Status Fields

Status fields like “User Status” or “Activity Status” will need to match the text of a status as it is seen in the system. For example, you can use “Member” to give a User the status of Member.

Date Fields

Dates should be formatted according to YYYY-MM-DD.