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Overview

Lead Import With Attributes brings in patient or lead attribute data tied to a specific, already-existing transaction — for example, importing an OBG (obstetrics) visit history datasheet so a patient’s ongoing treatment details are tracked in NeuronCx.
This import doesn’t create a new lead from scratch. It’s for attaching or updating attribute data on a transaction that should already exist. If the lead doesn’t exist yet, import it first using Leads (Type 1), then run this import afterward.

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Prerequisites

  • The transaction referenced in your sheet must already exist in NeuronCx, or be created first via a Leads (Type 1) import.
  • Every row must include both TransactionId and UserMasterId — rows missing either of these are required fields.
  • The attributes you’re bringing in (for example, OBG_ANCSession_1 or OBG_Delivery_Status) must already exist as attributes in NeuronCx. This import writes values against existing attributes — it doesn’t create new ones.

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Preparing Your Sheet

Unlike External Identity or External Values imports, this sheet doesn’t go through a separate mapping step — columns are matched directly by name. Your sheet’s column headers should match the attribute names already set up in NeuronCx.
Lead Import With Attributes sheet format
You don’t need every column in this table — only include the attributes you actually want to import for this treatment. Any column NeuronCx doesn’t recognize as an existing attribute is ignored.

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What Happens During the Import

For each row, NeuronCx checks the given TransactionId against the patient’s existing transactions — both active and archived transactions are checked.
  • If an active transaction already exists, the imported data is appended to that transaction.
  • If no active transaction exists, a new transaction is created for that patient.
If the TransactionId in your sheet doesn’t correspond to an existing lead at all, the row will fail. Make sure the lead has already been created — through a Leads (Type 1) import if necessary — before running this import.

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Running the Import

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Setting up a new import

1

Open Imports

Navigate to Home > Ontology > Attribute Settings & Bulk Edit, then click the Imports tab.
2

Click + Import

Click the + Import button in the top right to open the New Import modal.
3

Give it a label

Enter a name that describes this import — for example, “OBG Visit History Import.”Label 13
4

Add the Google Sheet ID

Paste the sheet ID or the full Google Sheets URL — NeuronCx will extract the ID automatically.Sheet Id 7
5

Verify

Click Verify. NeuronCx confirms it can read the sheet and shows you the row and column count.Verify 14Verify 14
6

Select the import type

In the Import type panel on the left, select Leads & Contacts. Then choose Lead Import With Attributes (#23) from the list on the right.Import Type Select 1
7

Create the import

Click Create import. The import now appears in your list under Leads & Contacts, ready to run.Create Import 5

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Running the import

1

Find the import

From the Data Import list, locate the import you just created. You can filter by Leads & Contacts to narrow the list.
2

Open the import

Click the arrow icon on the import row to open it.
3

Click Import

Click Import to run it. NeuronCx reads each row, matches it to the given transaction, and writes the attribute values.Import Button

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Checking the Result

Once the run completes, the history table shows how many rows were read and how many transactions were updated or created. Click a run’s Status to open a detailed breakdown showing which rows succeeded and which failed.
Log 1

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Limits to Keep in Mind

  • TransactionId and UserMasterId are both required on every row. Rows missing either will fail.
  • If the transaction doesn’t exist yet for a given lead, run a Leads (Type 1) import first.
  • Only one import runs at a time. If another import is already running, this one will queue and wait its turn.