---
schema_version: "1"
id: 0eb96a94e03f952d6993825758f6761efc05de54691df3c1c5f4eccef6023d86
title: Import Care Plan Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_care_template_import.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_care_template_import.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d5db8427b1439fccd3ed6ad54cc89508bf9d50f61c77b4be1dabbcc2a631841f
description: Use Data Loader to import existing care plan templates into Salesforce and make them available to care coordinators. Data Loader is a client application that reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection.
products:
  - Health
release: "264"
---
# Import Care Plan Templates

Use Data Loader to import existing care plan templates into Salesforce and make them available to care coordinators. Data Loader is a client application that reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d239498e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d239498e66 ">To access the page to download Data Loader:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d239498e66 ">Modify All Data</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d239498e66 ">To use Data Loader:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d239498e66 ">
              <p>API Enabled</p>
              <p>AND</p>
              <p style="margin-bottom:0;">The appropriate user permission for the operation you are
                doing, for example, Create on accounts to insert new accounts</p>
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To import existing care plan templates, create a CSV file for each of the target objects in a care plan template: care plan template, care plan problems, care plan goals, and care plan tasks. Each of the child CSV files must include the record type ID of the parent object. Make sure to include all required fields in the CSV file for each object. For a list of the fields you must include, see [Create a Care Plan Template](https://help.salesforce.com/s/articleView?id=ind.admin_care_template_config.htm&release=264.0.0&type=5 "You can use care plan templates to create standardized and reusable care plans, and add template problems, goals, and tasks for specific health needs.").

Import the CSV files in this order:

1. Care plan template
2. Care plan problems
3. Care plan goals
4. Care plan tasks

Check [Considerations for Installing Data Loader](https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/installing_the_data_loader.htm) for system requirements and other prerequisites to using Data Loader.

1. From Setup, enter Data Loader in the Quick Find box, then select **Data Loader**.
2. Download and configure Data Loader for the correct version of your operating system.
3. Open the Data Loader and click **Insert**.
4. Enter your Salesforce user name and password. Click **Log in**. After your login completes successfully, click **Next**. (Until you log out or close the program, you are not asked to log in again.)
5. Select the name of the object to receive the imported data. If the object name does not display in the default list, check Show all objects to see a complete list of the objects that you can access.
6. Click **Browse...** and select the CSV file that contains the template information that you’re importing.
7. Click **Next**.
    
    After the object and CSV file are initialized, click **OK**.
8. Define how the columns in your CSV file map to Salesforce fields. Click **Choose an Existing Map** to select an existing field mapping, or click **Create or Edit a Map** to create a map or modify an existing map. For more details and an example of usage, see [Define Data Loader Field Mappings](https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/defining_field_mappings.htm).
9. Click **Next**.
10. For every operation, the Data Loader generates two unique CSV log files; one file name starts with “success,” while the other starts with “error.” Click **Browse...** and specify a directory for these files.
11. To perform the operation, click **Finish**, and then click **Yes** to confirm.
12. As the operation proceeds, a progress information window reports the status of the data movement.
13. After the operation completes, a confirmation window summarizes your results. To view the success file, click **View Successes**, and click **View Errors** to open your errors file, or click **OK** to close.