File Import Walkthrough
Step-by-step guide to importing data via CSV or Excel file.
File import lets you upload a CSV or Excel export from your existing LIS into Kanta. This is the simplest way to populate Kanta's analytics with historical data or to run a regular sync without an API connection.
Preparing your file
Kanta accepts CSV (.csv) and Excel (.xlsx) files. The file must have a header row with column names.
Required columns:
| Column name | Description | Example |
|---|---|---|
patient_id | Unique patient identifier | PAT-00142 |
test_name | Name of the test | Full Blood Count |
sample_received | Date and time sample arrived at the lab | 2026-05-01 08:45 |
result_released | Date and time result was released | 2026-05-01 10:12 |
section | Lab section that processed the test | Haematology |
Optional columns:
| Column name | Description |
|---|---|
doctor_name | Referring doctor (for doctor volume analysis) |
test_amount | Amount charged (for revenue dashboard) |
payer_type | Cash / Insurance / Waived |
rejection_reason | If sample was rejected, the reason code |
Uploading the file
- Go to Admin → Data Bridge
- Click File Import
- Click Upload file and select your CSV or Excel file
- Kanta shows a preview of the first 10 rows — check that columns are mapped correctly
- If column names differ from Kanta's expected names, use the Column mapping dropdowns to match them
- Click Import
Kanta processes the file in the background. Large files (10,000+ rows) may take a few minutes.
After import
- A summary shows: rows imported, rows skipped (duplicates or validation errors), and any warnings
- Imported data appears immediately in TAT dashboards and test analytics
- Historical imports update historical views — you can import 12 months of past data to seed your analytics
Scheduled imports
For ongoing use, you can schedule a recurring import:
- Go to Admin → Data Bridge → File Import → Schedule
- Set the frequency (daily, weekly)
- Provide an SFTP location or email address where Kanta should look for new files
Kanta will process new files automatically on the schedule.
For setup assistance, email [email protected].