The CSV format is an alternative to XML for submitting actual service delivery data to Provider Portal. The file must follow a specific format with 24 column headings. This article provides the full field reference for the CSV file.
⚠️Important: Do not alter any of the column headings in the CSV template. Follow the formatting requirements exactly as described below.
CSV field reference
Field | Type | Required | Description |
FileReference | String | Yes | Unique reference for the file, incremented for each successive file. |
Description | String | Yes | Description of the file contents. |
Created | DateTime | Yes | Date the file was created. Format: 2020-09-15T15:02:13. |
ProviderRef | String | Yes | Unique reference by which the provider is known to the council. |
ContractNumber | String | Yes | Unique reference to the agreement between council and provider. |
ServiceUserRef | String | Yes | Unique reference by which the service user is known to the council. |
ServiceUserDetails | String | Yes | Service user name (and optionally address). |
WeekEnding | DateTime | Yes | Week ending date. Format: DD/MM/YYYY. |
OurRef | String | No | Provider's own reference, for example an invoice number. |
ServiceUserContribution | Decimal | No | Zero for home care. For future use with other service types. |
PaymentClaimed | Decimal | No | Amount the provider believes is due. |
ServiceType | String | Yes | Type of service, for example HOME CARE. |
VisitDate | DateTime | Yes | Date of the visit. Format: DD/MM/YYYY. |
StartTimeClaimed | TimeSpan | Yes | Start time claimed by the provider. |
DurationClaimed | TimeSpan | Yes | Duration claimed by the provider. |
ActualStartTime | TimeSpan | Yes | Actual start time. Format: HH:MM:SS (for example 06:30:00). |
ActualDuration | TimeSpan | Yes | Actual duration. Format: HH:MM:SS (for example 01:30:00). |
SecondaryVisit | Boolean | Yes | True or False. True only for additional care workers. |
NumberOfCarers | Integer | No | Count of care workers involved. |
CareWorkerRef | String | Yes | Unique reference for the care worker within the provider organisation. |
CareWorkerName | String | Yes | Name of the care worker (free text). |
ManuallyAmended | String | Yes | Code indicating whether times were electronically verified. |
VisitCode | String | Yes | Code describing the visit outcome. |
OrderRef | String | No | Reference number of the individual service user contract. |
Date and time formats
Field type | Format | Example |
DateTime (file created) | ISO 8601 | 2020-09-15T15:02:13. |
DateTime (dates) | DD/MM/YYYY | 15/11/2020. |
TimeSpan (times and durations) | HH:MM:SS | 06:30:00. |
Duplicate file detection
The FileReference field must be unique for each file. If you attempt to upload a file with a FileReference that has already been used, it will be treated as a duplicate and will not be imported.
🤓Tip: Use a sequential numbering system for your FileReference to avoid duplicates, for example Local-Csv-001, Local-Csv-002, and so on.