Populating the Postgres database from OpenReferral compliant CSV files

In order to import your data into Ohana API, you must first prepare a set of CSV files that adhere to the OpenReferral specification.

Below is a list of all the CSV tables you will need to prepare, along with a description of the columns in each table. We also have a Google Spreadsheets template that you can copy to your own account, and then use to fill in your data. If you end up using the template, when you export each tab as a CSV file, make sure to rename each file so that it only contains the pluralized table name, all in lowercase, such as organizations.csv. If you're comfortable with the command line, you can use our script to automatically generate the CSV files from your spreadsheet.

For each table, it is extremely important that the id column be sorted in ascending order, starting with 1, and with no number skips between rows.

Once your CSV files have been exported, it's a good idea to run them through CSVLint to make sure they are proper CSV files.

Once your CSV files are ready, follow the installation instructions to import them into the database.

organizations.csv (required)

Column	Requirement	Details
id	required	The organization's unique id, starting at 1.
accreditations	optional	A list of accreditations an organization has received. Multiple entries must be comma-separated.
alternate_name	optional	Another name this organization might be known by.
date_incorporated	optional	The date this organization was incorporated. By default, the format for slash-separated dates is assumed to be in month/day/year format, such as 1/24/14 and 1/24/2014. Spelled out dates are also accepted, such as December 5, 2014. If you wish to use the day/month/year format, you must first update the date_format option in settings.yml to %d/%m/.
description	required	A description of what the organization does.
email	optional	The organization's primary email.
funding_sources	optional	A list of sources of funds for an organization. Multiple entries must be comma-separated.
legal_status	optional	The conditions an organization is operating under; e.g. non-profit, private corporation or a government organization.
licenses	optional	A list of licenses an organization has obtained to operate legally. Multiple entries must be comma-separated.
name	required	Name of the organization
tax_id	optional	Tax identifier, such as Federal Employer Identification Number.
tax_status	optional	Internal Revenue Service tax designation, such as 501(c)(3) for tax-exempt organizations.
website	optional	The organization's website. The value must be a fully qualified URL that includes http:// or https://, and any special characters in the URL must be correctly escaped.

locations.csv (required)

Column	Requirement	Details
id	required	The location's unique id, starting at 1.
organization_id	required	The id of the organization that the location belongs to.
accessibility	optional	Accessibility options available at the location. Multiple entries must be comma-separated. See the String column in the Accessibility section for accepted values.
admin_emails	optional	Email addresses for the people allowed to administer the location (via the Ohana API Admin interface for example). Multiple entries must be comma-separated.
alternate_name	optional	Another name this location might be known by.
description	required	Description of services provided at the location
email	optional	General Email address for the location. Emails that belong to contacts should go in the contacts.csv table.
languages	optional	Languages spoken at the location. Full language names based on the ISO 639-1 standard, such as English, French, Arabic. Multiple entries must be comma-separated.
latitude	optional	The location's latitude. Must be a valid WGS 84 latitude. Note that the app automatically geocodes addresses if your data doesn't include latitude and longitude.
longitude	optional	The location's longitude. Must be a valid WGS 84 longitude. Note that the app automatically geocodes addresses if your data doesn't include latitude and longitude.
name	required	Name of the location
short_desc	optional	Succinct description of services provided at the location.
transportation	optional	Public transportation options near the location
website	optional	The location's website. The value must be a fully qualified URL that includes http:// or https://, and any special characters in the URL must be correctly escaped.
virtual	required if the location does not have a physical address	Whether or not the location has a physical address. If false, it must have an address associated with it. The default value is false. Accepted values are: TRUE, FALSE, true, false, 1, or 0.

Accessibility

One or more of the following strings:

String	Description
"cd"	Information on CD
"deaf_interpreter"	Interpreter for the deaf
"disabled_parking"	Disabled Parking
"elevator"	Elevator
"ramp"	Ramp
"restroom"	Disabled Restroom
"tape_braille"	Information on tape or in Braille
"tty"	TTY option available
"wheelchair"	Wheelchairs available
"wheelchair_van"	Wheelchair-accessible van available

addresses.csv (required unless all your locations are virtual)

Column	Requirement	Detail
id	required	The unique id for the address, starting at 1.
location_id	required if the location is not virtual	The id of the location that the address belongs to.
address_1	required	The primary part of the Street Address
address_2	optional	The secondary part of the Street Address, such as the Suite, Room, or Floor number
city	required	The City name
state_province	required	The 2-letter capitalized US state abbreviation, such as CA.
postal_code	required	A valid postal code. Note that the API currently assumes this will be a US 5-digit ZIP code. If you are using non-US data, you will need to replace the postal code validation with your own.
country	required	2-letter ISO 3361-1 country code, such as US.

contacts.csv (optional)

Column	Requirement	Detail
id	required	The contact's unique id, starting at 1.
location_id	required if the contact belongs to a location	The id of the location that the contact belongs to.
organization_id	required if the contact belongs to an organization	The id of the organization that the contact belongs to.
service_id	required if the contact belongs to a service	The id of the service that the contact belongs to.
name	required	The Contact's full name
title	optional	The Contact's title
email	optional	The Contact's email address
department	optional	The department where the Contact works.

mail_addresses.csv (optional)

Column	Requirement	Detail
id	required	The unique id for the mailing address, starting at 1.
location_id	required if the mail_address belongs to a location	The id of the location that the mail address belongs to.
attention	optional	Name of person or organization receiving mail
address_1	required	The primary part of the Street Address
address_2	optional	The secondary part of the Street Address, such as the Suite, Room, or Floor number
city	required	The City name
state_province	required	The 2-letter capitalized US state abbreviation, such as CA.
postal_code	required	A valid postal code. Note that the API currently assumes this will be a US 5 or 9-digit ZIP code. 9-digit ZIP codes are separated with a dash, like this: 94025-9881. If you are using non-US data, you will need to replace the postal code validation with your own.
country	required	2-letter ISO 3361-1 country code

phones.csv (required)

| Column | Requirement | Detail | |:-----|:-----|:---------|:-------| | id | required | The phone's unique id, starting at 1. | location_id | required if the phone is meant to be added at the location level | The ID of the location that the phone belongs to. | contact_id | required if the phone is meant to be added at the contact level | The ID of the contact that the phone belongs to. | organization_id | required if the phone is meant to be added at the organization level | The ID of the organization that the phone belongs to. | service_id | required for CSV files if the phone is meant to be added at the service level | The ID of the service that the phone belongs to. | number | required | The 10-digit US phone number. See examples of accepted formats below. | | vanity_number | optional | The 10-digit US phone number with vanity letters. Example format: 703-555-HELP | | extension | optional | The phone number extension. Must only contain numbers. For example: 1234 | | department | optional | The department this phone number reaches. | | number_type | required | The type that best describes the number. Must be one of these five values: fax, voice, hotline, sms, tty. | | country_prefix | optional | The country prefix code. Must only contain numbers, such as 1 for the USA.

Accepted formats for US phone numbers:

123-456-7890

123 456-7890

123.456.7890

1234567890

(123) 456-7890

(123)456-7890

services.csv (required)

Column	Requirement	Detail
id	required	The service's unique id, starting at 1.
location_id	required	The ID of the location that the service belongs to.
program_id	optional	The ID of the program that the service belongs to.
accepted_payments	optional	Methods of payment for this service. Multiple entries must be comma-separated, such as "Cash, Credit Card, Medicare".
alternate_name	optional	Another name this Service might be known by.
application_process	optional	Description of the service's application process
description	required	Description of the service provided
eligibility	optional	Who is this service intended for?
email	optional	The service's main email address.
fees	optional	Fees charged to receive the service
funding_sources	optional	Source of funds used to support the service. Multiple entries must be comma-separated.
interpretation_services	optional	Description of the types of interpretation services available, such as a 3-way phone call using a third party company that provides support for many languages.
keywords	optional	Keywords that people might use to search for this service, but that you might not want to include in the service description (such as common misspellings). Multiple entries must be comma-separated.
languages	optional	Languages in which this service is provided. Full language names based on the ISO 639-1 standard. Multiple entries must be comma-separated.
name	required	Name of the service
required_documents	optional	The documents that are required to receive this service. Multiple entries must be comma-separated.
service_areas	optional	Cities and Counties served. Multiple entries must be comma-separated. See Service Areas section for more details.
status	required	Must be one of active, defunct, or inactive.
wait_time	optional	Wait times associated with the service
website	optional	The service's website. The value must be a fully qualified URL that includes http:// or https://, and any special characters in the URL must be correctly escaped.
taxonomy_ids	optional	A comma-separated list of taxonomy_ids corresponding to the taxonomy you want to use. If you want to use the Open Eligibility taxonomy, refer to data/taxonomy.csv for a list of valid taxonomy IDs. If you are using your own taxonomy, make sure to include the CSV file that defines your taxonomy.

Service Areas

If your data includes service areas, and you want to validate your data against a list of valid service areas, add the accepted entries in settings.yml before you populate the DB.

programs.csv (optional)

Column	Requirement	Detail
id	required	The program's unique id, starting at 1.
organization_id	required for CSV files only	The ID of the organization that the program belongs to.
name	required	The name of the program.
alternate_name	optional	Another name the program might be known by.

regular_schedules.csv (recommended)

Column	Requirement	Detail
id	required	The regular schedule's unique id, starting at 1.
location_id	required if the schedule is for a location	The ID of the location that the regular schedule belongs to.
service_id	required if the schedule is for a service	The ID of the service that the regular schedule belongs to.
weekday	required	Can be either the full English weekday name, such as Monday, or the 3-letter abbreviated name, such as Fri, or a String or Integer from 1 to 7, where 1 is Monday.
opens_at	required	Accepted formats are 24-hour format, such as 09:30, 8:00, 17:00, or AM/PM format, such as 8am, 5pm, or 5:00 PM.
closes_at	required	Accepted formats are 24-hour format, such as 09:30, 8:00, 17:00, or AM/PM format, such as 8am, 5pm, or 5:00 PM.

holiday_schedules.csv (recommended)

Column	Requirement	Detail
id	required	The holiday schedule's unique id, starting at 1.
location_id	required if the schedule is for a location	The ID of the location that the regular schedule belongs to.
service_id	required if the schedule is for a service	The ID of the service that the regular schedule belongs to.
start_date	required	The date when the holiday schedule or modified operating hours start taking effect. The year must be included. Accepted formats are 12/24/2014, 12/24/14, and December 24, 2014. If you wish to use the day/month/year format, you must first update the date_format option in settings.yml to %d/%m/.
end_date	required	The date when the holiday schedule or modified operating hours stop taking effect. The year must be included. Accepted formats are 12/24/2014, 12/24/14, and December 24, 2014. If you wish to use the day/month/year format, you must first update the date_format option in settings.yml to %d/%m/.
closed	required	It specifies whether the location or service is closed (true) or open (false) during the specified dates. Accepted values are one of: TRUE, true, FALSE, false, 1, or 0.
opens_at	required if closed is false	Accepted formats are 24-hour format, such as 09:30, 8:00, 17:00, or AM/PM format, such as 8am, 5pm, or 5:00 PM.
closes_at	required if closed is false	Accepted formats are 24-hour format, such as 09:30, 8:00, 17:00, or AM/PM format, such as 8am, 5pm, or 5:00 PM.

taxonomy.csv (optional)

If you want to use your own custom taxonomy instead of Open Eligibility (which Ohana API supports out of the box), then define your taxonomy as defined below. For an example of a valid CSV file that recreates the Open Eligibility taxonomy, view data/taxonomy.csv. For more details about how taxonomy works, read our Wiki article on taxonomy basics.

Column	Requirement	Detail
taxonomy_id	required	The category's unique taxonomy id.
name	required	The name of the category.
parent_id	required for child categories	The taxonomy_id of the parent category.
parent_name	required for child categories	The name of the parent category.