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Procentive - Staff Automation

  • December 29, 2025
  • 1 reply
  • 11 views
S
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Is there a way to automate the creation of “Staff” in Procentive? Is there any sort of guide or way to import documents (like a CSV) to automate the creation of Staff? I would want to automate the “Staff”, “Role”, “Locations”, “Programs” tabs within.

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1 reply

LVS
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  • LVS
  • Community Manager
  • January 2, 2026

Hello ​@Sierra! Thanks for your question. At the moment, there is no way in Procentive to automate the creation of Staff. Clients can be imported in batches, but due to role permissions and varying credentials amongst payers, staff must be entered individually.

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