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Field # | Field | Type | Description | Required | Comments |
1 | FirstName | String | First Name | Yes | Min Length: 2 Max Length: 50 |
2 | LastName | String | Last Name | Yes | Min Length: 2 Max Length: 50 |
3 | FullName | String | Full Name | Optional | Min Length: 2 Max Length: 200 |
4 | Address | String | Address Line 1 | Yes | Min Length: 2 Max Length: 150 |
5 | Address2 | String | Address Line 2 | Optional | Min Length: 2 Max Length: 150 |
6 | City | String | City | Yes | Min Length: 2 Max Length: 20 |
7 | State | String | State | Yes | The state's two letter abbreviation (i.e., AZ) |
8 | PostalCode | String | Postal Code | Yes | Length = 5 numerals |
9 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA |
10 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses |
11 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
12 | MobilePhone | String | Mobile Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
13 | String | Email Address | Yes | Email format: test@dcisoftware.com | |
14 | TimeZone | String | Time Zone | Yes | Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center |
15 | CostCenterId | Integer | Unique Identifier for the Cost Center | Yes | Must use existing Id in DCI |
16 | DOB | Date | Date of Birth | Yes | MM/DD/YYYY |
17 | Username | String | Username for login *Activation email is not automatically sent to employee after import | Yes | Min Length: 6 characters Max Length: 50 characters |
18 | Password | String | Password for login *Requires employee to change password on first log in after import | Yes | Min Length: 10 characters Max Length: 32 characters Must be at least 10 characters, Must contain 1 uppercase letter, lowercase letters, numbers and special characters |
19 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 |
20 | EmployeeType | Integer | Employee Type | Yes | See “Import Profile Static Data File” |
21 | EmployeeNumber | String | Third-party Employee Number | Yes | Min Length: 2 Max Length: 20 |
22 | SSN | String | Social Security Number *Must be cleartext (not encrypted) | Conditional The field will be Optional when Retain SSN is set to No in instance level setting. If Retain SSN is set to Yes then SSN becomes mandatory. | Min and Max Length: 9 (Numerals) SSN will be conditionally optional when Employee Type is Contractor (5) |
23 | ProfessionalID1 | String | Third-party Professional Identifier 1 | Optional | Min Length: 2 Max Length: 20 |
24 | ProfessionalID2 | String | Third-party Professional Identifier 2 | Optional | Min Length: 2 Max Length: 20 |
25 | PayrollId | String | Third-party Payroll Identifier | Optional | Min Length: 2 Max Length: 20 |
26 | WeeklyHours | Decimal | Weekly Hours available to Work | Yes | Min Length: 2 Max Length: 20 |
27 | HolidayScheduleId | Integer | Holiday Schedule Identifier | Yes | Unique existing Id for a particular Holiday Schedule |
28 | TemplateId | Integer | Certification Template Id | Optional | Must use existing Id in DCI |
29 | DomesticWorker | Boolean | Domestic Worker | Yes | 0 - No 1 - Yes |
30 | OneDayRestIn7Exemption | Boolean | OneDayRestIn7Exemption | Conditional -Required if DomesticWorker = Yes | 0 - No 1 - Yes |
31 | PreferredDayOfRest | Integer | Preferred Day Of Rest | Conditional - Required if OneDayRestIn7Exemption = 1 | Day Integer Sunday 0 Monday 1 Tuesday 2 Wednesday 3 Thursday 4 Friday 5 Saturday 6 |
32 | RetainSSN | Bit | Checks whether the SSN needs to be stored in Encrypted SSN or not. | Yes | Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes |
33 | HireDate | DateTime | Hire Date of Employee | No | Should be in format “MM/DD/YYYY” |
34 | Pin | nvarchar | Login Pin of the Employee | Yes | Min Length: 4 Max Length: 4 |
35 | ProfileStatus | Integer | Status of the Employee *Imported employee profile status is set to Active | Yes | Must be a valid Status: ● 1 - Active ● 2 - Inactive |
36 | PreferredLanguage | nVarchar | Preferred language for an Employee | Yes | Must be a valid value: ● en - English ● es - Spanish ● vi - Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali ● ar - Arabic |
Client
Field # | Field | Type | Description | Required | Comments |
1 | FirstName | String | First Name | Yes | Min Length: 1 Max Length: 50 |
2 | LastName | String | Last Name | Yes | Min Length: 1 Max Length: 50 |
3 | FullName | String | Full Name | Optional | Min Length: 2 Max Length: 200 |
4 | Address | String | Address Line 1 | Yes | Min Length: 2 Max Length: 150 |
5 | Address2 | String | Address Line 2 | Optional | Min Length: 2 Max Length: 150 |
6 | City | String | City | Yes | Min Length: 2 Max Length: 20 |
7 | State | String | State | Yes | The state's two letter abbreviation (i.e., AZ) |
8 | PostalCode | String | Postal Code | Yes | Length = 5 numerals |
9 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA |
10 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses |
11 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
12 | MobilePhone | String | Cell Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
13 | String | Email Address | Yes | Email format: test@dcisoftware.com | |
14 | TimeZone | String | Time Zone | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
15 | CostCenterId | Integer | Unique Identifier for the Cost Center | Yes | Use the existing Cost Center Id from DCI |
16 | DOB | Date | Date of Birth | Yes | Format: MM/DD/YYYY |
17 | Username | String | Username for login | Optional | Min Length: 6 characters Max Length: 50 characters |
18 | Password | String | Password for login | Optional | Min Length: 10 characters Max: 32 characters |
19 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 |
20 | ClientNumber | Integer | Third-party Client Number | Yes | Min Length: 1 Max Length: 20 |
21 | MedicaidNumber | String | Medicaid Number | Optional | Min Length: 2 Max Length: 20 |
22 | InsuranceNumber | String | Third-party Insurance Number | Optional | Min Length: 2 Max Length: 20 |
23 | InsurancePlan | String | Insurance Company Plan | Optional | Min Length: 2 Max Length: 20 |
24 | InsuranceGroup | String | Insurance Company Group | Optional | Min Length: 2 Max Length: 20 |
25 | InsurancePayerId | String | Insurance Company Payer Number | Optional | Min Length: 2 Max Length: 20 |
26 | ClientCode | String | Third-party code for the Client | Optional | Min Length: 2 Max Length: 20 |
27 | RegionId | String | Third-party Region Name | Optional | Min Length: 2 Max Length: 25 |
28 | SSN | String | Social Security Number *Must be cleartext (not encrypted) | Optional | Min and Max Length: 9 (Numerals) |
29 | TemplateId | Integer | Existing Certification Template Id from DCI | Optional | Must use existing Id in DCI |
30 | Fee | Decimal | Fee Amount | Optional | Min Length: 1 Max Length: 18 (After Decimal: 2) |
31 | CostShare | Decimal | Cost Share | Optional | Min Length: 1 Max Length: 18 (After Decimal: 2) |
32 | EnableCaregiverRatingEmails | Int | Allows clients to rate the caregiver for services they’ve received | Yes | Must be 0 or 1 value Value: ● 0 – No ● 1 - Yes |
33 | ReceivedDate | Date | Received Date | Optional | Format: MM/DD/YYYY |
34 | RetainSSN | Bit | Checks SSN needs to store in encrypted form or not | No | Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes |
35 | Pin | Varchar | Login Pin of the Client | Yes | Min/Max Length: 4 |
36 | ProfileStatus | Integer | Status of the Client Profile *Imported client profile status is set to Active | Yes | Must be a valid Status: ● 1 - Active ● 2 - Inactive |
37 | PreferredLanguage | Varchar | Preferred language for a Client | Yes | Must be a valid value: ● en - English ● es - Spanish ● vi- Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali ● ar - Arabic |
Guardian
Field # | Field | Type | Description | Required | Comments |
1 | FirstName | String | First Name | Yes | Min Length: 2 Max Length: 50 |
2 | LastName | String | Last Name | Yes | Min Length: 2 Max Length: 50 |
3 | Address | String | Address Line 1 | Yes | Min Length: 2 Max Length: 150 |
4 | Address2 | String | Address Line 2 | Optional | Min Length: 2 Max Length: 150 |
5 | City | String | City | Yes | Min Length: 2 Max Length: 20 |
6 | State | String | State | Yes | State abbreviation of 2 characters i.e., Min Length and Max Length: 2 |
7 | PostalCode | String | Postal Code | Yes | Length = 5 numerals |
8 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA |
9 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses |
10 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
11 | MobilePhone | String | Mobile Number | Optional | 10-digit phone number; exclude dashes and parentheses |
12 | String | Email Address | Yes | Email format: test@dcisoftware.com | |
13 | TimeZone | String | Time Zone | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
14 | CostCenterId | Integer | Unique identifier for the Cost Center | Yes | Must use existing Id in DCI |
15 | Username | String | Username for Login | Optional | Min Length: 6 characters Max Length: 20 characters |
16 | Password | String | Password for Login | Optional | Min Length: 10 characters Max Length: 32 characters |
17 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 |
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