Hey, Pros!

Tired of repeatedly searching for and adding the same biomarkers? We’ve got a solution for you!

This article will guide you through the process of importing biomarker and lab data using the CSV import tool.

If you have questions at any point, please contact our support team by email or using the little blue circle with the white smiling message icon in the lower right corner of the app.

This article was updated on August 26, 2024. If you see any discrepancies or anything that needs to be updated or edited, or if you want to leave us feedback, let us know.

You can create a CSV file using any standard spreadsheet software, like Google Sheets, Mac Numbers, or Microsoft Excel.

Please download a starter spreadsheet here. It will take you to a Google Sheets Doc that contains the necessary spreadsheets to follow along with this tutorial:

The CSV column structure is the most important aspect of uploading data successfully. If the file is not structured correctly, the upload will fail.

Row 1

Row 1 of the spreadsheet is only for the column headers. These headers consist of email_address (column A), result_date (column B), location (column C), fasting (column D), and the biomarker/lab component name (column E and onward).

Column A - email_address

We reserve column A, row 1, for the header email_address. Column A, row 2 and downward, is where you will provide your client’s email address. There is no limit to how much data or how many clients you can upload at once. Add the client’s email address to column A, and we will upload the data to the associated account.

In the example below, we will add two test clients to column A in rows 2 and 3:

Column B - result_date

We reserve column B, row 1, for the header result_date. Column B, row 2, and downward is where you will provide your client’s test result date. The result date must be entered as YYYYMMDD.

Example: Enter November 20, 2018, as 20181120

Another example: Enter January 8, 2012, as 20120108

Let's add the test result_date column to our test clients spreadsheet:

Column C - location

We reserve column C, row 1, for the header location. Column C, row 2, and downward is where you will provide your client’s testing location. This field can comprise any string of text—examples: Quest Diagnostics, LabCorp, EverlyWell, Kaiser Permanente, Mayo Clinic, etc.

Now let's add the next column to our spreadsheet:

Column D - fasting

We reserve column D, row 1, for the header fasting. Column D, row 2, and onward is where you will provide a simple Yes or No, whether the client was fasting during the test. Note: This field is optional and can be blank (as seen below):

Column E & All the Remaining Columns - Adding the Biomarkers

Column E and all the remaining columns are where you will add the actual test result data. The most important thing to note is that the Biomarker name must match the Biomarker name stored in the Heads Up database, so spell them the same. They are case-sensitive. They must also include any spaces, dashes (-), quotes (“ ”), parenthesis (()), commas (,), periods (.), or colons (:).

You can find and comprehensive list here (also included in the download above):

Or can you head over to the Lab Results page, click Add Biomarker, and use the search feature to find the Biomarker you are looking for:

If you add a biomarker name that doesn't match what Heads Up expects, the unfamiliar biomarker will be categorized under Uncategorized or Additional at the bottom of the Lab Results page. To ensure that results are displayed in the correct categories, it's best to use the expected biomarker names. This will keep the results well-organized and much easier to review.

In the example below, we are going to add a Basic Lipid Panel to our test clients:

Save your file and export it to CSV.

From the Pro Account side of the app, click Concierge in the top right, click the toggle to Show additional import options, and click Import Bulk New Clients:
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Drag the file into the box or click the Browse button:

a. Select Biomarker Data in the dropdown
b. Click Browse or Drag the file into the box.
c. Click Upload

If everything goes as expected, you will see a 'Success!' pop up.

To review your client’s Lab data:

If you have questions or things didn’t work out as planned, please reach out to us at support@headsuphealth.com or use the little blue circle with the white smiling message icon in the lower right corner of the app,w and we will be more than happy to help.

Thank you!