Import resident and staffing data
A clean import job with mapped columns, validated rows, and a saved mapping for next time.
Before you start
- A CSV, XLSX, or text-extractable PDF from your EHR or scheduler
- Admin or Operations role
Steps
- 1
Choose the source type
Residents, shifts, or care signals. The source type drives which fields are required and how dates are parsed.
- 2
Upload and preview
AcuityRow shows the first 25 rows so you can confirm the file parsed correctly before mapping.
- 3
Map columns
Drag source columns to AcuityRow fields. We pre-fill matches we recognize. Required fields are marked; unmapped optional fields are fine.
Tip · Save the mapping as a draft if you'll receive this same file format again.
- 4
Validate rows
AcuityRow runs row-level checks: required fields present, dates parseable, no duplicate resident IDs. Errors appear with the row number and the offending value.
- 5
Import or save draft
Run the import (errored rows are skipped, not silently fixed), or save the job as a draft to fix the source file and retry.
Common pitfalls
- • Mixing two facilities in one file — split by facility before uploading.
- • Excel cells stored as text vs. number can break date parsing; the preview catches this.