Purpose: This guide explains how to automatically update your master patient record list via routine CSV exports.
One method we support is automatic import of your most recently uploaded patient list as a CSV file. This export is securely saved to a shared Dropbox folder that we configure for you, enabling automated ingestion into our systems without manual effort.
What You'll Need
Access to Luvelo
Email address for Dropbox account (we will share an invitation for a secure folder with you)
Scheduled task, script, or automation tool that can:
Query/export patient list
Save as
.csvUpload to Dropbox (via local Dropbox sync client or API)
We will share a private Dropbox folder with you titled:
/LuveloDataExchange/[CompanyName]/Make sure the Dropbox desktop sync client is installed or obtain API access credentials if you plan to upload via script.
CSV Export Template
Your patient list export should include the following:
Field Name | Mandatory | Description |
| Yes | Unique health identifier |
| No | Government issued identifier |
| Yes | Patient first name |
| No | Patient middle name |
| Yes | Patient last name |
| No | Patient preferred display name |
| Yes | In format |
| Yes | Male: 1 or "M" or "male" |
| No | Email address |
| Yes | Primary phone number |
| No | Secondary phone number |
| Yes | True/False |
| No | Date time created in format |
| No | Date time updated in format |