Reminder - File Formats

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Reminder - File Formats

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Overview

 

It is possible that not all data exports from appointment systems will meet the file format rules of SOPRANO MEMS.

 

To provide flexibility for file formatting, Reminder list (i.e. CSV) files may be mapped according to the following. The only mandatory field that can not be changed is the mobile number, which must be in the first column of the CSV file.

 

 

 

 

Click the 'File Formats' link in Reminder tab drop-down menu (also accessible via 'Setup' menu on left-hand side).

 

View or edit your company's Reminder file format settings here.

 

 

Description

 

Appointment File Format Summary  

                             

 

 

 

Create a new file format definition.

 

 

 

Summary

 Summary                                                                                                                                    

 

 

Click a file format name to view details.

 

 

Change details.

 

 

Delete

 

Clone

 

 

New Appointment File Format  

                             

 

 

 

File Format Information

 

 

Name

 

Identifying name for the file format

 

Date Format

 

Select the required date format from the drop-down menu. This should match the date format in your CSV list.

 

Time Format

 

Select the required time format from the drop-down menu. This should match the time format in your CSV list.

 

 

 

Client Details

 

 

Map your list columns as required.

 

 

Appointment Details

 

 

Map your list columns as required.

 

 

Consultant Details

 

 

Map your list columns as required.

 

Once all required fields are complete:

 

 

Store changes and exit

 

 

Undo any changes and exit.

 

Please note: A license may be required in order to view or use the above features.