OpenFIT Import Template (new)

Overview

OpenFIT supports multiple import templates depending on the type of data you need to load. You do not need to include session or survey data if you simply want to import providers, clients, and cases.

OpenFIT automatically detects which template you are using based on the columns present in your file. Simply include the columns relevant to your import and OpenFIT will handle the rest.

For detailed information on importing ORS and SRS survey scores, including validation rules and skip flags, see Importing Data into OpenFIT.

Choosing the Right Template

Field Reference

Provider Fields

Client Fields

Case Fields

Session Fields

Only required when importing session data (Templates 3, 4 and 5).

Collateral Rater Fields

Only required when importing collateral rater data (Templates 2, 4 and 5).

ORS/SRS Survey Fields

Only required for the Full Import (Template 5). For detailed validation rules, see Importing Data into OpenFIT.

Templates

Template 1 — Provider / Client / Case Only

Use this template when you want to set up providers, clients and cases in OpenFIT without any session or survey data.

Columns:

Service_Location,Provider_FirstName,Provider_LastName,Provider_Email,Case_ID,Case_Date,Client_ID,Client_FirstName,Client_LastName,Client_Gender,Client_Group,Client_Age,Client_Status,Notes

Example:

Template 2 — With Collateral Raters

Use this template when you also need to import collateral raters (e.g. parents, guardians, or teachers) linked to a client's case.

Columns:

Service_Location,Provider_FirstName,Provider_LastName,Provider_Email,Case_ID,Case_Date,Client_ID,Client_FirstName,Client_LastName,Client_Gender,Client_Group,Client_Age,Client_Status,ColRater_ID,ColRater_Type,ColRater_FirstName,ColRater_LastName,Notes

Example:

Template 3 — With Sessions

Use this template when you want to import session records but do not need to include ORS/SRS survey scores.

Columns:

Service_Location,Provider_FirstName,Provider_LastName,Provider_Email,Case_ID,Case_Date,Session_ID,Session_Date,Client_ID,Client_FirstName,Client_LastName,Client_Gender,Client_Group,Client_Age,Client_Status,Notes

Example:

Template 4 — With Sessions & Collateral Raters

Use this template when you need to import sessions together with collateral rater information.

Columns:

Service_Location,Provider_FirstName,Provider_LastName,Provider_Email,Case_ID,Case_Date,Session_ID,Session_Date,Client_ID,Client_FirstName,Client_LastName,Client_Gender,Client_Group,Client_Age,Client_Status,ColRater_ID,ColRater_Type,ColRater_FirstName,ColRater_LastName,Notes

Template 5 — Full Import (with ORS/SRS Scores)

Use this template when you want to import everything including ORS and SRS survey scores. For full details on score validation rules, see Importing Data into OpenFIT.

Columns:

Service_Location,Provider_FirstName,Provider_LastName,Provider_Email,Case_ID,Case_Date,Session_ID,Session_Date,Client_ID,Client_FirstName,Client_LastName,Client_Gender,Client_Group,Client_Age,Client_Status,ORS_Skip,ORSQ1,ORSQ2,ORSQ3,ORSQ4,Total_ORS,SRS_Skip,SRSQ1,SRSQ2,SRSQ3,SRSQ4,Total_SRS,Notes

Example — Session with ORS subscores, SRS skipped:

Note: The example above shows only the session and score columns for clarity. The full template includes all provider, client and case columns as well.

Custom Fields

All templates support custom fields. To include a custom field, add a column to your file using the naming convention:

{EntityName}_{FieldName}

Where {EntityName} is typically Episode or Client. The column values must match the visible values shown in the OpenFIT UI — do not use GUIDs or internal IDs.

Example: An Episode-level custom field called "Treatment Settings" would appear as the column Episode_TreatmentSettings with values such as Outpatient, Inpatient, Residential, or Other.

If you need help identifying the correct field name, you can inspect the data-translate attribute in browser DevTools or contact support@openfit.care.

Important Notes

• Column order does not matter — OpenFIT reads columns by name, not position.
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• Auto-detection — OpenFIT automatically determines the import type based on which columns are present in your file. There is no need to specify the template type manually.
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• Optional columns can be omitted entirely — you do not need to include blank optional columns.
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• Large imports and ETL migrations — for initial data loads or migrations from another outcome measurement system, please contact us during the planning phase. We can support validation and testing in a Sandbox environment before importing into Production.