Leo User Guide

Leo Templates for Data Import (CSV files)

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Below are the CSV templates to use to Import Data into Leo.

  • Many of these templates contain sample data to give you an idea of what to include in the file. 
  • Please remove the sample data before you enter your data, and save the file.

It is highly recommended to follow a clear file naming convention with a date indication before importing your file into Leo.

  • The first line (Row 1) of the file is ignored or skipped as it is reserved for header information.
  • When copying content into the .cvs template use Ctrl+Alt+V to remove any formatting from the source file.

For detailed information refer to the article regarding uploading bulk Alternate IDs.

For detailed information refer to the article regarding uploading bulk Courses.

For detailed information refer to the article regarding uploading bulk Departments.

For detailed information refer to the article regarding uploading bulk Event Types.

For detailed information refer to the article regarding uploading bulk Goals.

For detailed information refer to the article regarding uploading bulk Locations.

For detailed information refer to the article regarding uploading bulk Objectives.

For detailed information refer to the article regarding uploading bulk PET Diagnosis.

For detailed information refer to the article regarding uploading bulk PET Procedures.

For detailed information refer to the article regarding the Roster (Simple).

For detailed information refer to the article regarding uploading bulk Themes.

For detailed information refer to the article regarding uploading bulk Users.

For detailed information refer to the article regarding uploading bulk User Email.

For detailed information refer to the article regarding uploading bulk User Photos.

For detailed information refer to the article regarding uploading bulk User Deactivate.

For detailed information refer to the article regarding uploading bulk User Reset NetID.

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