Skip to main content

Overview

Bulk imports lets you import csv data into Pilot, whether it’s client data, product data, or historical data such as case steps and case line items.

Supported Entities​

  • Doctors
  • Doctor Custom Prices
  • Doctor Custom Fields
  • Client Flat Import
  • Doctor-Offices
  • Offices
  • Products
  • Product Price Lists
  • Product Custom Fields
  • Billing Accounts
  • Line Items
  • Case Steps
  • Case Custom Fields
  • Users

Operations​

You can create, update, or create and update records in Pilot. Use the Operation dropdown to select the desired action.

  • Create: No identifier (e.g., ID or Doctor Reference) is required.

  • Update: You must include the ID of each record you want to update.

  • Create and Update: Include the ID column. Fill it in for records you want to update and leave it blank to create new ones.

If available, the Download Template button provides a sample CSV you can overwrite with your own data.

For the Update or Create and Update operations, we recommend first exporting your existing data:

  1. Go to the relevant entity page (e.g., Offices).

  2. Click Export.

  3. Make your edits in the exported CSV.

  4. Import the updated file back into Pilot.

Clients Flat Import​

You can import client data using a single file by selecting the Doctors, Offices, or Billing Accounts category, then choosing the Client Flat Import entity. Only the Create and Update operation is supported for this import type.

We recommend clicking Export Live Data first to download your current records, make changes, and then upload the updated file back into Pilot.

Deep dive​

Here’s how Pilot decides whether to create or update specific records based on your CSV changes:

LevelWhat Triggers an UpdateWhat Triggers a New Record
DoctorAny change that’s not the Doctor ReferenceChanging the Doctor Reference
Custom FieldAny change to the field value— (always updates)
OfficeAny change that’s not the Office NameChanging the Office Name
Billing AccountAny change that’s not the Account NameChanging the Billing Account Name
Doctor–Office PairChanging the Price List or Doctor Office Billing Account NameChanging the Doctor Reference, Office Name, or Billing Account Name (creates a new pair, if billing account validation passes)