If you manage multiple students, bulk importing clients can save hours of manual data entry.

SLP Score allows you to upload a properly formatted CSV file and import multiple clients at once.

Step 1: Navigate to Clients

1. Click Clients in the left sidebar
2. Click the Settings gear in the top right corner
3. Select Import CSV

Step 2: Prepare Your CSV File

On the Import Clients page, review the CSV Format Requirements.

Required Columns (case-insensitive):

• First Name
• Last Name
• Grade
• DOB (MM/DD/YYYY)

Optional Columns:

• Student ID
• School
• Teacher
• Room Number
• Case Manager
• Therapy Type
• IEP Due Date
• Eval Due Date

Step 3: Upload Your CSV

1. Click Choose File
2. Select your saved CSV file
3. The system will move you to the Confirm Import Mapping screen

Step 4: Confirm Import Mapping

On the Confirm Import Mapping screen:

• Review each column
• Ensure each CSV column maps correctly to SLP Score fields
• Verify that required fields are mapped properly
• You'll also see a Client Preview before importing.

Step 5: Complete the Import

Once everything looks correct:

1. Click Import Clients
2. You'll see a confirmation message
3. Your new clients will now appear in your Clients list

What Happens After Import?

Imported clients behave exactly like manually created ones.

You can immediately:

• Score assessments
• Generate reports
• Create goals
• Plan sessions
• Track progress

Common Mistakes

• Incorrect date formatting (must be MM/DD/YYYY)
• Misspelled column headers
• Forgetting to export as CSV (not Excel .xlsx)