CAREWare can import and export custom data as long as a customized template has been created and saved in CAREWare.

To create a Custom Field Template, follow these steps:
 

1. Click Administrative Options.

2. Click Data Import and Export Features.

3. Click Provider Data Export.

4. Click Custom Field Templates.

5. Click Add.

 

 

6. Enter the Template Name.

 

 

7. Click Next.

8. Check each custom field that should be added to the template.

 

 

Note: Make sure to verify the custom field is from the correct location:  cw_client_custom is for the custom client tabs and cw_service_custom is for custom service fields.

 

 

9. Click Save.

 

The Custom Field Template can be edited by clicking the Custom Field Template to highlight it and clicking Edit Field List.

 

Once the custom field template is created, it can be accessed to create a customized template or to export a custom data set under New Export.

 

To apply a custom field template to an export, follow these instructions:

 

1. Click New Export.

2. Click Edit Custom Fields.

 

 

3. Click Apply Template.

 

 

4. Click a template to highlight it.

5. Click Append template or Replace with Template Fields.

 

 

Append Template - Adds the template fields as additional fields.

Replace with Template Fields – Removes checked custom fields leaving only the custom fields saved in the template as selected.

 

In some cases, users get an error messages that there is no mapping for a custom field that is active for the custom field template. In most cases, this is a result of the custom field template name being different from the name of the custom field or the column header for the custom field in an import file being different from the custom field template name in the list in CAREWare. This can occur if the custom field name was changed under Custom Control Setup. If the name in Custom Control Setup is changed, CAREWare may still have the old name saved in the custom field template list. To refresh that list, the custom field should be deactivated from the list and activated again.

 

In this example, we have the custom field 1 0 Test.

 

The correct format for the column header for that custom field for imports and exports is cst_1_0_test as we see here in the custom field template.

 

If the custom field name is changed under Custom Control Setup to 2 0 Test, then the name no longer matches the custom field template name.

 

That custom field name should appear with a custom field template name of cst_2_0_test.

We can see in the custom field template list, the custom field name is 2 0 Test, however the template field name is still cst_1_0_test.

 

To refresh the list and correct the name for imports and exports, follow these instructions:

 

1. Uncheck the custom field in the custom field template.

2. Click Save.

 

3. Click the template to highlight it.

4. Click Edit Field List.

 

5. Search for the custom field in the list.

6. Check the field (Make sure it is the correct location).

7. Click Save.

 

As we can see here when saving the custom field template again, the custom field name and the template field name now match.