Exporting a User Report

Customer Success Advisor
Customer Success Advisor
  • Updated

Step 1: How to Export Data

Please let your software support team know that you need your user information in a CSV, TXT, or XLS file. Below is a list of the columns the exported report should include: 
  • Patient_id,
  • First_name
  • Middle_name
  • Last_name
  • Email
  • Address1
  • Address2
  • City
  • State
  • Zip
  • Home_phone
  • Mobile_phone
  • Birth_month
  • Birth_day
  • Birth_year

Step 2: How To Upload Your Data Into Your Hub

Now that you have successfully exported and saved your report click here to learn how to upload the data into your Hub.