Under Settings there is an option to import various kinds of files into ChartCaddy. In general the system imports data from a spreadsheet in CSV or XLS format, but certain import operations require specific import file times. When importing a spreadsheet the system expects the first row to be the column headers, and uses the headers to determine what data is in which column. See the later sections on more information about what information can be imported, and what the headers of each type of file should be. Columns of generic data can be added manually to a file before being imported to, for example, specify valid facilities or programs for clients. When a column type says that a string list is expected, it means that you can list multiple items separated by semicolons (preferably) or commas.

When exporting data from Milan, please be aware that most of the reports allow three generic columns of various types of data. This presents two major issues. First, because the system uses column headers to determine what data is which column, before importing the file into ChartCaddy from Milan you usually need to edit the first line in the file appropriately. Secondly, in order to get all information possible out of Milan it is usually necessary to export a report multiple times and then either A) import each file individually or B) combine all the data into one file. In general, due to export bugs, importing client address information from Milan is imprecise and not recommended. Milan also allows quotes in the data and exports the data in CSV which sometimes causes problem, so it is recommended that you view the data first in an application to make sure it looks right before importing.