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Appendix

Import templates

Every import template in one place, grouped by what it lets you do. Each one is also in the section that explains it.

Labs bringing data over
Contents
A.1

Required to start using Pilot

The baseline for processing cases. Every case is for a customer, and uses products priced on that customer’s price list.

Import templates

Products

products.csv

Your whole catalog in one file: one row per product with its settings, one column per price list with the product’s price on it, and one column per product custom field.

NameQuantity Type

Customers

customers.csv

One row per doctor at an office: the office and its shipping address, the billing account, the price list, and one column per customer custom field.

Doctor NameOffice NameBilling Account Name

Custom prices

customer-custom-prices.csv

Prices a customer pays that are different from their price list.

Doctor ReferenceOffice NameProduct NamePrice

The highlighted columns identify each row or must be filled. Rename the placeholder columns (Price List 1, Custom Field 1) to your own labels. Keep the other headers as they are, and save as CSV.

1.1 Import products and price lists 1.2 Import customers
A.2
Optional

Historical case data

Lets Pilot spot remakes and pick up treatments that run in stages, and search and reports work from day one.

Import templates

Cases

cases.csv

One row per case: customer, status and dates, and one column per case custom field.

Created AtDoctor ReferenceOffice NameStatus

Case line items

case-line-items.csv

The products on each case, with quantity, rate, teeth and shade, and one column per line item custom field.

Case NumberProduct Name

Production tasks

production-tasks.csv

The production steps on each case, with workstation, technician and dates, and one column per production task custom field.

NameCase NumberProduction Task TemplateWorkstation

The highlighted columns identify each row or must be filled. Rename the placeholder columns (Price List 1, Custom Field 1) to your own labels. Keep the other headers as they are, and save as CSV.

1.4 Import historical cases
A.3
Optional

Customer balances and billing

Carries every customer balance over, so Pilot’s first statement opens where your old system’s last one closed.

Import templates

Financial transactions

financial-transactions.csv

Every invoice, payment and credit up to your cutover date, one per row.

TypeNumberDateTotalBilling Account

Expected statements

expected-statements.csv

Optional. Each account’s opening and closing balance for each month, from the statements your customers got.

AccountPeriodOpeningClosing

The highlighted columns identify each row or must be filled. Keep the other headers as they are, and save as CSV.

2.1 Import historical financial data

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