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How do I bulk upload my Client's DEXA Data?
How do I bulk upload my Client's DEXA Data?

In this article, we will run through the steps to bulk upload your client's DEXA data into Heads Up...

Brian Haltom avatar
Written by Brian Haltom
Updated over a week ago

Hey, Pros!

In this article, we're going to show you how to import DEXA 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 be made using any standard Excel-style spreadsheet software. Microsoft Excel, Google Sheets, and Mac Numbers are three great options.

In this example, we'll use Google Sheets.

Getting Started

Please follow this link! It will take you to a Google Sheets Doc that contains the necessary spreadsheets to follow along with this tutorial:

The Written How-to

Creating Your DEXA CSV File for Uploading Data

The CSV column structure is the most important part to successfully upload data. 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 the data will be uploaded to the associated account.

In the example below, we will add a few test clients to column A:

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 26, 2020, as 20200126

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 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 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. Please use the CSV template provided above. Unrecognized biomarkers will be added to the Other category.

Once you've added in your DEXA data, save your file and export it to CSV:

Uploading Your DEXA CSV File

From the Clients page click the Import Data drop-down in the top right and click DEXA Import from CSV:

Click Browse:

Find the CSV file on your computer and click Upload:

If everything went as expected, you will see a 'Success!' pop up. If the upload failed double-check your CSV, if you need help please reach out to support.

Reviewing Your Client’s Biomarker Data

To review your client’s Biomarker data, click on the Client’s name, icon, or View in the Clients table. 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:

For more information on uploading bulk CSV data, please visit the support article, How do I bulk upload my Client's Biomarker Data?

Need Help?

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 and we will be more than happy to help.

Thank you!

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