Import Product List

1. Prepare your product data: Gather all the necessary information to import into ChiroSpring. This includes product names, descriptions, prices, and quantities.
2. Log in to your ChiroSpring 360 account. Navigate to Settings in the left menu (this is typically where you can manage and configure various aspects of your database) go to Import > Products

3. Once on this page, click 'Download CSV Template' in the top right:

*This template acts as a guideline, specifying the required fields and their corresponding format for each product.

4. Map your product data: Once you have the import template ready, you need to map your product data to the corresponding fields in ChiroSpring. This step ensures that the software correctly understands and assigns the values from your import file to the appropriate product attributes within the system. Review the template and map the relevant columns from your file to the corresponding fields in the template.

Tips for each column:

Product Name: Product Name (less than 35 characters)
Description: Description of Product
Cost: Charge amount
Retail Price: The amount you pay for the product
Apply Tax: Yes or No answer
Quantity: Number of inventory in stock - inventory cannot be a 0 
Infinite Quantity: Yes or No answer Yes, if you want the system to display a warning when the product inventory is low
Active: Yes or No answer

5. Validate and Verify the import: Before performing the import, carefully review the mapped fields and ensure they align correctly. *No blank fields, each column, and row must have data entered. Pay attention to any warning or error messages provided. These alerts may indicate data inconsistencies or formatting issues that need to be resolved.
6. Execute the import: Once you're confident in the mapping and data validation, execute the import process by selecting 'Import File' from the Product Import Page:

> Select the CSV file containing the products.

7. Expand the action button in the lower right corner of the page and click 'Save'.
8. ChiroSpring will start importing your product. Larger data sets may take longer to import, so be patient while the software processes your product information. Avoid navigating away from the import page until the process is complete.
9. Review the imported products: After the import completes, verify that your products have been successfully imported into ChiroSpring. Double-check the product names, descriptions, prices, and other relevant details to ensure accuracy. Any adjustments or corrections must be done within the CSV. The file will need to be re-uploaded if any changes were made.
10. Utilize the imported products: With your products successfully imported into ChiroSpring, you can now start using them within the software! Your product list is nested under the Settings > Billing section of the left sidebar menu.

Settings - Import Patient Balances - Download CSV template

Template View