HMIS Data Export







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The HMIS Data Export feature in the System Setup module contains CSV import and export functionality which enables users to transmit data from HMIS projects.

IMPORTANT! Local CoC users in HMIS databases must access the HMIS Data Export feature from within the Fiscal module, NOT System Setup.

  TIP: To view the most recent CSV format documentation, please refer to the following external website:  http://www.hudhdx.info/VendorResources.aspx

Required Permissions

In order to see the HMIS Data Export feature within the System Setup module, you must be granted access behind-the-scenes by Foothold Technology.  (Please contact the Help Desk to have this access turned on for yourself or other specific users at your agency.  At that time, please specify which CoC you will be communicating with, or whether you need general access to exporting CSV files.) 

If you are a user who has been given the necessary access, you must also have the following permissions:

Program Chart Access

In addition, unless you are a member of the "Executive Officer" and "System Administrator" user group, you must have at least ONE of the following permissions:

Display Executive Administration Buttons
Permissions Data Entry
Permissions Data Entry for All Staff and Layers

  NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Completing Exports & Uploads - Learn how to complete the export and upload processes from the HMIS Data Export feature.

Completing an External Upload - Learn how to import CSV files into an AWARDS CoC database that were not created in AWARDS.  Includes tips and FAQs.

Tips & Tricks

Troubleshooting CSV Validation Errors

Frequently Asked Questions

HMIS Data Export Frequently Asked Questions

FootholdConnect Event Recordings

Delta Refresh Basics (20 min) - February 2020

Understanding HMIS Uploads and Validations (49 min) - June 2018

Useful Links

These are external resources, not maintained by Foothold Technology.

HMIS CSV Format Specifications

  https://demodb.footholdtechnology.com/help/?10675