Hello Pros! Tired of searching through the add biomarker selection tree looking for the same biomarkers and adding the same data repeatedly? Well, have no fear, the solution is here!
In this article/video we will show you how to import biomarker/lab data using the CSV import tool in the top right corner of the Clients page under the Import Data drop-down.
If at any point you have questions, please reach out to our support team by email or by using the little blue circle with the white smiling message icon in the lower right corner of the app.
Note: A CSV file can made using any standard Excel style spreadsheet software. In the video example we use Microsoft Excel and in the written instructions we use Mac Numbers. Besides these two options, Google Sheets is another fan favorite and is available for free with a standard Google account.
Step 1: Please follow this link here. It will take you to a Google Sheets Doc that contains the necessary spreadsheets to follow along with this tutorial:
Step 2: Watch this video:
The Written How-to
Step 1: Creating Your CSV File for Uploading Data
The CSV column structure is the most import aspect to successfully upload data. If the file is not structured correctly the upload will fail.
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 for how many clients you can upload at once. Add the client’s email address to column A and the data will be uploaded to 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 B row 2 and downward is where you will provide the location of your client’s testing. 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, spell them exactly the same, they are case sensitive and must also include any spaces, dashes (-), quotes (“ ”), parenthesis (()), commas (,), periods (.), or colons (:).
A comprehensive list can be found 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 different from something Heads Up will expect, the unknown Biomarker will land in the Other section at the bottom of the Lab Results page. The best reason to use the expected Biomarker names is so the results show in the correct categories. This will organize the results nicely and make it much easier for review.
In the example below, we are going to add a Basic Lipid Panel to our test clients:
It’s important to note that extra cells, as seen in the spreadsheet image above, can cause an issue with the upload, so remove any cells that aren’t being used so your spreadsheet looks like the example below:
Save your file and export it to CSV.
Step 2: Uploading Your CSV File to Heads Up
From the Clients page click the Import Data drop-down in the top right and click Biomarker Data:
Find the CSV file on your computer and click Upload:
If everything went as expected, you will see a Success! pop up:
Step 3: Review your client’s Biomarker data, click on the Client’s name, icon, or View under the Dashboard column on the far right to open the client’s dashboard view. Once on the client’s Dashboard click Lab Results in the left-hand menu and the results will appear under the column with the corresponding date:
If you have questions, or things didn’t work out as planned please reach out to us at: firstname.lastname@example.org or use the little blue circle with the white smiling message icon in the lower right corner of the app and we will be more than happy to help. Thank you!