Seeding Staff & Patients

An admin can bring a clinic’s staff and patients into an organisation in bulk from one CSV file, instead of adding them one at a time.

Where to find it

Right after creating an organisation. The second step of setup, Add your team and patients (/organisations/<id>/seed?setup=1), is this page. Skip for now goes to the CMS home screen.
Any time later. The Seed data card on Organisation Settings, with Seed staff & patients, opens the same page, along with the history of earlier runs.

Only an admin of the organisation can use it.

Steps

Download template to get a CSV with the expected header (and, on staging, sample rows).
Fill it in, then Choose CSV file.
Check the preview. Every row is validated by the server before anything is created, and problems are shown per row.
Confirm, then click Seed N people.
Watch progress row by row. When it finishes, the result table shows what was created, invited, skipped or failed, and can be downloaded. Seed another file starts again.

Re-running is safe. People who already exist are skipped, and an existing account that seeding did not create is never touched.

The CSV file


record_type,role,first_name,last_name,email,phone,medical_license_number,gender,date_of_birth,identifier_type,identifier_value,address_line,postal_code
staff,doctor,Marcus,Lim,marcus.lim@clinic.example,91110002,M90001A,,,,,,
patient,,Jane,Tan,jane.tan@mail.example,91234567,,female,1980-04-12,NRIC,S1234567D,1 Orchard Road,238823

Column	Notes
`record_type`	`staff` or `patient`.
`role`	Staff only: a clinic role.
`first_name`, `last_name`, `email`, `phone`	Validated like the rest of the app. An email may appear only once in a file.
`medical_license_number`	Required for doctors.
`gender`, `date_of_birth`	Patients.
`identifier_type`, `identifier_value`	Patients: `NRIC`, `FIN` or `PPN` (passport). NRIC and FIN are checksum-validated.
`address_line`, `postal_code`	Patients.

A file can hold at most 200 rows. NRICs, dates of birth and licence numbers are kept only until each row is processed, then discarded from the seed records.

Staging and production behave differently

The mode depends on the deployment the organisation lives on. Staging shows an amber STAGING banner.

	Staging (“mock”)	Production (“invite”)
Accounts	Created straight away with a shared password you choose (at least 8 characters). It is shown once at the end.	Each person gets an invitation email and sets their own password. Nothing is created for anyone until they accept.
Email addresses	Must be test addresses (`+clerk_test@example.com`), as in the template.	Test addresses are rejected.
Confirmation	None.	Tick “I understand invitation emails will be sent to N real people.”
`superuser` rows	Allowed, for test accounts.	Skipped.
Undoing a run	Tear down deletes every account, staff record and patient that run created.	Not available.

Patients are linked to the organisation through the same invitation flow as the patient portal, so a seeded patient on production receives a portal invitation.